Filed July 1, 2020 (most recent of 3 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 ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $27,064 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $18,764 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 24-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,776 | $46,360+59.1% | $147,614-50.0% | $52,331+41.0% |
| Participation rate | 58.0% | 64.9%-7.0pp | 84.6%-26.7pp | 68.1%-10.1pp |
| Annual return | -0.19% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,590 | $2,126+21.8% | $5,564-53.4% | $1,882+37.7% |
| Participant deferral / active EE | $2,108 | $2,258-6.6% | $4,895-56.9% | $3,022-30.3% |
| Admin fee / account holder | $104 | $766-86.5% | $11,611-99.1% | $592-82.5% |