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 ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $26,825 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $18,463 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,398 | $46,732+29.2% | $156,549-61.4% | $55,167+9.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.67% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3,992 | $2,105+89.6% | $5,501-27.4% | $1,963+103.4% |
| Participant deferral / active EE | $3,164 | $2,204+43.6% | $4,871-35.0% | $3,054+3.6% |
| Admin fee / account holder | $86 | $418-79.5% | $13,027-99.3% | $504-83.0% |