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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,307 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
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 | $70,518 | $63,905+10.3% | $74,183-4.9% | $57,658+22.3% |
| Participation rate | 92.6% | 79.8%+12.9pp | 76.6%+16.0pp | 70.2%+22.4pp |
| Annual return | 6.38% | 60.60%-54.2pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $4,270 | $1,840+132.0% | $2,370+80.2% | $1,974+116.3% |
| Participant deferral / active EE | $2,258 | $3,448-34.5% | $3,550-36.4% | $3,061-26.2% |
| Admin fee / account holder | $85 | $91-6.5% | $5,586-98.5% | $95-10.0% |