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 | $270,780 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $47,625 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,147 | $69,238-18.9% | $185,823-69.8% | $101,517-44.7% |
| Participation rate | 93.0% | 73.5%+19.5pp | 81.7%+11.3pp | 74.6%+18.5pp |
| Annual return | 14.17% | 21.26%-7.1pp | 122.05%-107.9pp | 21.00%-6.8pp |
| Employer contribution / active EE | $1,766 | $2,104-16.1% | $5,167-65.8% | $2,973-40.6% |
| Participant deferral / active EE | $4,417 | $3,764+17.4% | $5,568-20.7% | $4,873-9.3% |
| Admin fee / account holder | $51 | $66-23.4% | $16,237-99.7% | $139-63.6% |