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 ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $86,606 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,335 | $85,199+68.2% | $57,179+150.7% | $63,975+124.0% |
| Participation rate | 68.5% | 74.0%-5.6pp | 75.3%-6.9pp | 71.1%-2.7pp |
| Annual return | 9.14% | 10.43%-1.3pp | 14.59%-5.4pp | 48.65%-39.5pp |
| Employer contribution / active EE | $4,886 | $3,446+41.8% | $2,682+82.2% | $2,182+124.0% |
| Participant deferral / active EE | $3,161 | $3,109+1.7% | $3,096+2.1% | $3,356-5.8% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |