Filed December 4, 2007 (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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $23,906 |
FUST CHARLES CHAMBERS LLP1+ years Service code 28 · EIN 16-1226221 | Investment Management | $13,720 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,405 |
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 | $83,805 | $85,635-2.1% | $123,892-32.4% | $63,975+31.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 8.80% | 15.74%-6.9pp | 47.52%-38.7pp | 48.65%-39.9pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,177 | $5,667+44.3% | $5,984+36.6% | $3,356+143.6% |
| Admin fee / account holder | $20 | $75-72.9% | $8,357-99.8% | $70-71.2% |