Filed July 9, 2019 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 27 · EIN 20-4668732 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $52,020 |
MP P.C.1 year Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $12,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,972 | $70,083+86.9% | $59,878+118.7% | $55,725+135.0% |
| Participation rate | 97.7% | 78.4%+19.3pp | 74.7%+23.0pp | 70.9%+26.8pp |
| Annual return | -2.19% | 3.13%-5.3pp | 3.46%-5.7pp | 244.93%-247.1pp |
| Employer contribution / active EE | $6,051 | $2,878+110.2% | $2,722+122.3% | $2,078+191.2% |
| Participant deferral / active EE | $4,832 | $3,079+56.9% | $3,402+42.0% | $3,356+44.0% |
| Admin fee / account holder | $40 | $70-42.7% | $3,590-98.9% | $115-65.0% |