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 ADVISORS4 years Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $20,710 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $16,973 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $7,747 |
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $50,405 | $66,124-23.8% | $90,404-44.2% | $73,488-31.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 7.57% | 17.65%-10.1pp | 1293.02%-1285.4pp | 28.51%-20.9pp |
| Employer contribution / active EE | $617 | $2,346-73.7% | $3,262-81.1% | $2,270-72.8% |
| Participant deferral / active EE | $2,787 | $3,039-8.3% | $3,963-29.7% | $3,740-25.5% |
| Admin fee / account holder | $24 | $396-94.0% | $5,611-99.6% | $513-95.3% |