Filed May 24, 2011 (most recent of 2 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 17 · EIN 20-4668732 | Pension Consulting | $40,235 |
K&L GATES2+ years Filed as: K & L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $6,665 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,512 | $68,408+120.0% | $57,179+163.2% | $57,658+161.0% |
| Participation rate | 97.0% | 79.1%+17.9pp | 75.3%+21.7pp | 70.2%+26.8pp |
| Annual return | 6.90% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $5,838 | $2,869+103.5% | $2,682+117.6% | $1,974+195.8% |
| Participant deferral / active EE | $6,542 | $2,903+125.3% | $3,096+111.3% | $3,061+113.8% |
| Admin fee / account holder | $30 | $70-57.0% | $3,139-99.0% | $95-68.3% |