Filed September 13, 2007 (most recent of 4 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.
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 Service code 28 · EIN 20-4668732 | Investment Management | $50,103 |
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).
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 | $132,588 | $112,772+17.6% | $57,343+131.2% | $59,188+124.0% |
| Participation rate | 52.1% | 71.3%-19.2pp | 75.1%-23.0pp | 69.4%-17.3pp |
| Annual return | 2.46% | 0.85%+1.6pp | 24.39%-21.9pp | 5.51%-3.1pp |
| Employer contribution / active EE | $3,807 | $3,400+12.0% | $2,689+41.6% | $2,098+81.5% |
| Participant deferral / active EE | $2,469 | $3,010-18.0% | $3,162-21.9% | $3,265-24.4% |
| Admin fee / account holder | $21 | $144-85.5% | $3,356-99.4% | $92-77.3% |