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 ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $88,154 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,640 | $92,091+74.4% | $62,995+155.0% | $77,958+106.1% |
| Participation rate | 80.6% | 74.5%+6.2pp | 74.8%+5.8pp | 71.6%+9.0pp |
| Annual return | 13.87% | 16.23%-2.4pp | 87.57%-73.7pp | 20.87%-7.0pp |
| Employer contribution / active EE | $5,522 | $3,424+61.3% | $2,759+100.1% | $2,310+139.0% |
| Participant deferral / active EE | $3,672 | $3,361+9.2% | $3,329+10.3% | $3,537+3.8% |
| Admin fee / account holder | $36 | $48-24.4% | $3,600-99.0% | $97-62.8% |