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 ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $17,113 |
FUST CHARLES CHAMBERS LLP2+ years Service code 28 · EIN 16-1226221 | Investment Management | $13,965 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,779 |
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 | $79,515 | $96,458-17.6% | $136,294-41.7% | $77,958+2.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 17.10% | 23.78%-6.7pp | 5155.94%-5138.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $8,178 | $3,144+160.1% | $4,695+74.2% | $2,310+253.9% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $18 | $80-77.7% | $9,243-99.8% | $97-81.6% |