Filed July 6, 1992
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 13 · EIN 06-1050034 | Contract Administrator | $200,114 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $47,625 |
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 | $52,766 | $63,259-16.6% | $178,490-70.4% | $93,223-43.4% |
| Participation rate | 90.5% | 72.1%+18.4pp | 81.9%+8.6pp | 74.9%+15.6pp |
| Annual return | 16.98% | 19.93%-2.9pp | 151.07%-134.1pp | 19.29%-2.3pp |
| Employer contribution / active EE | $1,609 | $1,865-13.7% | $5,011-67.9% | $2,680-40.0% |
| Participant deferral / active EE | $4,120 | $3,372+22.2% | $5,202-20.8% | $4,563-9.7% |
| Admin fee / account holder | $42 | $58-26.8% | $13,984-99.7% | $79-46.4% |