Filed August 9, 2017 (most recent of 15 filings on file)
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 ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $45,000 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $18,577 |
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 | $76,427 | $112,772-32.2% | $57,343+33.3% | $59,188+29.1% |
| Participation rate | 96.9% | 71.3%+25.5pp | 75.1%+21.8pp | 69.4%+27.4pp |
| Annual return | 3.81% | 0.85%+3.0pp | 24.39%-20.6pp | 5.51%-1.7pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,965 | $3,010+98.2% | $3,162+88.6% | $3,265+82.7% |
| Admin fee / account holder | $11 | $144-92.7% | $3,356-99.7% | $92-88.6% |