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 ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $17,293 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,213 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Direct payment from the plan; Claims ... | $3,355 |
Filed as: FIDELITY INVT INST OP CO. INC. Service code 12 · EIN 04-2647786 | Claims processing; Direct payment fro... | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,037 | $88,122+44.2% | $141,162-10.0% | $67,579+88.0% |
| Participation rate | 97.6% | 76.5%+21.2pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 17.77% | 75.40%-57.6pp | 71.39%-53.6pp | 378.56%-360.8pp |
| Employer contribution / active EE | $7,262 | $3,224+125.2% | $4,735+53.4% | $2,148+238.1% |
| Participant deferral / active EE | $5,120 | $5,958-14.1% | $6,709-23.7% | $3,539+44.7% |
| Admin fee / account holder | $47 | $131-64.4% | $10,261-99.5% | $142-67.3% |