Filed October 30, 2008
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.
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 ADVISORS1+ years Filed as: CAMMACKLARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,403 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM, SMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $15,750 |
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 | $66,586 | $72,770-8.5% | $67,652-1.6% | $55,191+20.6% |
| Participation rate | 98.3% | 78.8%+19.5pp | 75.7%+22.7pp | 69.2%+29.2pp |
| Annual return | 0.52% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $4,637 | $1,769+162.1% | $2,266+104.7% | $1,899+144.2% |
| Participant deferral / active EE | $2,214 | $3,408-35.0% | $3,560-37.8% | $3,046-27.3% |
| Admin fee / account holder | $31 | $79-60.3% | $4,821-99.4% | $91-65.5% |