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 Service code 17 · EIN 20-4668732 | Pension Consulting | $41,250 |
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 | $176,513 | $95,542+84.7% | $69,455+154.1% | $67,579+161.2% |
| Participation rate | 71.5% | 79.4%-7.8pp | 74.6%-3.1pp | 71.3%+0.3pp |
| Annual return | 35.79% | 17.67%+18.1pp | 28.97%+6.8pp | 378.56%-342.8pp |
| Employer contribution / active EE | $3,492 | $2,989+16.8% | $2,779+25.7% | $2,148+62.6% |
| Participant deferral / active EE | $3,229 | $3,263-1.0% | $3,535-8.7% | $3,539-8.8% |
| Admin fee / account holder | $35 | $90-60.7% | $3,839-99.1% | $142-75.2% |