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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $308,884 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE BROKERAGE INC Service code 27 · EIN 04-3516344 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $30,400 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,766 | $56,095+97.5% | $178,490-37.9% | $90,288+22.7% |
| Participation rate | 61.8% | 65.6%-3.7pp | 81.9%-20.1pp | 73.4%-11.5pp |
| Annual return | 12.20% | 28.81%-16.6pp | 151.07%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,423 | $1,572-9.5% | $5,011-71.6% | $2,524-43.6% |
| Participant deferral / active EE | $3,293 | $2,669+23.4% | $5,202-36.7% | $4,232-22.2% |
| Admin fee / account holder | $259 | $101+157.2% | $13,984-98.1% | $114+127.0% |