Filed June 1, 1995 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 16 · EIN 20-4668732 | Consulting | $11,177 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$123,778 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,503 | $47,456+27.5% | $172,739-65.0% | $77,787-22.2% |
| Participation rate | 81.9% | 66.3%+15.7pp | 82.6%-0.7pp | 73.2%+8.7pp |
| Annual return | 21.85% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,436 | $2,560+73.3% | $5,198-14.6% | $3,967+11.8% |
| Admin fee / account holder | $9 | $81-88.9% | $13,954-99.9% | $100-91.0% |