Filed June 8, 2009
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 ADVISORS, LLC Service code 27 2 RECTOR ST 23RD FLOOR · NEW YORK, NY 10006 | Advisory (Plan) | $59,926 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,036 |
PRAGER METIS CPAS, LLC2+ years Filed as: PRAGER METIS CPA'S, LLC Service code 10 14 PENN PLAZA SUITE 1800 · NEW YORK, NY 10122 | Accounting | $6,188 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,288 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
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 | $69,933 | $85,635-18.3% | $123,892-43.6% | $63,975+9.3% |
| Participation rate | 65.3% | 74.9%-9.6pp | 81.4%-16.1pp | 71.1%-5.8pp |
| Annual return | 8.52% | 15.74%-7.2pp | 47.52%-39.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $992 | $3,076-67.7% | $4,617-78.5% | $2,182-54.5% |
| Participant deferral / active EE | $5,396 | $5,667-4.8% | $5,984-9.8% | $3,356+60.8% |
| Admin fee / account holder | $49 | $75-34.3% | $8,357-99.4% | $70-30.1% |