Filed January 23, 2017 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $191,670 |
Filed as: CAMMACK LARHETTA ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $45,000 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $16,750 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $1,341 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $710 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,739 | $37,213+36.3% | $156,549-67.6% | $63,975-20.7% |
| Participation rate | 87.8% | 65.0%+22.8pp | 84.0%+3.8pp | 71.1%+16.7pp |
| Annual return | 8.70% | 47.89%-39.2pp | 32.23%-23.5pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,718 | $1,357+26.6% | $5,501-68.8% | $2,182-21.3% |
| Participant deferral / active EE | $3,198 | $2,070+54.5% | $4,871-34.4% | $3,356-4.7% |
| Admin fee / account holder | $77 | $56+37.5% | $13,027-99.4% | $70+10.0% |