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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE INC Service code 49 · EIN 04-3516344 | Other Services | $45,198 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $15,833 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,174 |
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 | $56,724 | $37,039+53.1% | $147,614-61.6% | $59,188-4.2% |
| Participation rate | 41.7% | 63.8%-22.1pp | 84.6%-43.0pp | 69.4%-27.8pp |
| Annual return | -0.36% | 7.19%-7.5pp | 61.98%-62.3pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,065 | $1,353-21.3% | $5,564-80.9% | $2,098-49.2% |
| Participant deferral / active EE | $2,524 | $2,094+20.5% | $4,895-48.4% | $3,265-22.7% |
| Admin fee / account holder | $20 | $60-66.2% | $11,611-99.8% | $92-77.9% |