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 | $17,092 |
FUST CHARLES CHAMBERS LLP1+ years Service code 28 · EIN 16-1226221 | Investment Management | $13,810 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,228 |
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 | $70,097 | $80,177-12.6% | $123,892-43.4% | $57,658+21.6% |
| Participation rate | 99.9% | 74.4%+25.5pp | 81.4%+18.5pp | 70.2%+29.7pp |
| Annual return | 7.06% | 17.90%-10.8pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $7,983 | $2,913+174.1% | $4,617+72.9% | $1,974+304.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $18 | $106-83.0% | $8,357-99.8% | $95-80.9% |