Filed May 18, 2020 (most recent of 2 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 ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $22,400 |
QUINNIPIAC UNIVERSITY5+ years Service code 10 · EIN 06-0646701 | Accounting | $18,064 |
CLC INCORPORATED1 year Service code 29 · EIN 68-0115281 | Legal | $15,688 |
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 | $108,585 | $204,517-46.9% | $69,455+56.3% | $77,787+39.6% |
| Participation rate | 97.9% | 74.6%+23.3pp | 74.6%+23.3pp | 73.2%+24.7pp |
| Annual return | 17.71% | 22.10%-4.4pp | 28.97%-11.3pp | 32.57%-14.9pp |
| Employer contribution / active EE | $0 | $3,548-100.0% | $2,779-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $7,034 | $3,478+102.2% | $3,535+98.9% | $3,967+77.3% |
| Admin fee / account holder | $36 | $101-64.2% | $3,839-99.1% | $100-64.1% |