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 ADVISORS5 years Service code 16 · EIN 20-4668732 | Consulting | $6,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$160,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,421 | $56,095+23.8% | $178,490-61.1% | $90,288-23.1% |
| Participation rate | 83.6% | 65.6%+18.0pp | 81.9%+1.7pp | 73.4%+10.2pp |
| Annual return | 17.11% | 28.81%-11.7pp | 151.07%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $4,878 | $2,669+82.8% | $5,202-6.2% | $4,232+15.3% |
| Admin fee / account holder | $7 | $101-93.1% | $13,984-100.0% | $114-93.9% |