Filed May 11, 2015 (most recent of 3 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 Filed as: CAMMACK LARHETTE Service code 10 · EIN 20-4668732 | Accounting | $72,937 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,950 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 26-4183994 | Accounting | $40,580 |
K&L GATES2+ years Filed as: K & L GATES Service code 10 · EIN 25-0921018 | Accounting | $6,854 |
Service code 60 · EIN 04-2644786 | Sub-TA Fees | -$169,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $182,400 | $85,199+114.1% | $57,179+219.0% | $63,975+185.1% |
| Participation rate | 46.2% | 74.0%-27.8pp | 75.3%-29.1pp | 71.1%-24.9pp |
| Annual return | 5.51% | 10.43%-4.9pp | 14.59%-9.1pp | 48.65%-43.1pp |
| Employer contribution / active EE | $786 | $3,446-77.2% | $2,682-70.7% | $2,182-64.0% |
| Participant deferral / active EE | $4,168 | $3,109+34.1% | $3,096+34.6% | $3,356+24.2% |
| Admin fee / account holder | $57 | $39+48.6% | $3,139-98.2% | $70-18.5% |