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 ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $13,748 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $9,823 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,557 | $55,453-39.5% | $170,442-80.3% | $62,292-46.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.21% | 21.38%-10.2pp | 205.93%-194.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $2,031 | $2,164-6.1% | $5,433-62.6% | $2,042-0.5% |
| Participant deferral / active EE | $2,583 | $2,303+12.2% | $4,939-47.7% | $3,169-18.5% |
| Admin fee / account holder | $41 | $455-91.1% | $13,880-99.7% | $479-91.5% |