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 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 | $43,499 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $11,081 |
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 | $47,106 | $62,928-25.1% | $172,739-72.7% | $67,579-30.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $7,711 | $1,636+371.3% | $5,143+49.9% | $2,148+259.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $106 | $167-36.5% | $13,954-99.2% | $142-25.6% |