Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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 8-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 ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $7,986 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $7,598 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $24,503 | $37,117-34.0% | $147,614-83.4% | $55,191-55.6% |
| Participation rate | 53.7% | 63.6%-9.9pp | 84.6%-30.9pp | 69.2%-15.4pp |
| Annual return | 0.24% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $431 | $1,620-73.4% | $5,564-92.3% | $1,899-77.3% |
| Participant deferral / active EE | $1,023 | $1,985-48.5% | $4,895-79.1% | $3,046-66.4% |
| Admin fee / account holder | $17 | $86-80.1% | $11,611-99.9% | $91-81.3% |