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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,904 |
CAMMACK LARHETTE ADVISORS4 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $44,429 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM, SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $18,025 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,571 |
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 | $88,737 | $73,404+20.9% | $87,100+1.9% | $67,579+31.3% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.9%+20.0pp | 71.3%+25.6pp |
| Annual return | 18.45% | 48.29%-29.8pp | 28.19%-9.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $4,907 | $2,014+143.7% | $2,521+94.6% | $2,148+128.5% |
| Participant deferral / active EE | $2,857 | $3,913-27.0% | $4,049-29.4% | $3,539-19.3% |
| Admin fee / account holder | $93 | $142-34.4% | $7,497-98.8% | $142-34.7% |