Filed June 17, 2012 (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.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $38,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,366 | $37,213+67.6% | $156,549-60.2% | $63,975-2.5% |
| Participation rate | 45.6% | 65.0%-19.4pp | 84.0%-38.4pp | 71.1%-25.6pp |
| Annual return | 8.95% | 47.89%-38.9pp | 32.23%-23.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $1,113 | $1,357-17.9% | $5,501-79.8% | $2,182-49.0% |
| Participant deferral / active EE | $2,850 | $2,070+37.7% | $4,871-41.5% | $3,356-15.1% |
| Admin fee / account holder | $60 | $56+6.0% | $13,027-99.5% | $70-15.3% |