Filed October 18, 2004 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $69,666 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $5,833 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,941 | $34,220-56.3% | $73,843-79.8% | $59,188-74.8% |
| Participation rate | 56.9% | 59.1%-2.3pp | 73.4%-16.6pp | 69.4%-12.6pp |
| Annual return | 3.40% | 3.36%0pp | 2267.84%-2264.4pp | 5.51%-2.1pp |
| Employer contribution / active EE | $1,463 | $1,480-1.1% | $2,787-47.5% | $2,098-30.3% |
| Participant deferral / active EE | $850 | $2,035-58.2% | $3,583-76.3% | $3,265-74.0% |
| Admin fee / account holder | $24 | $64-62.7% | $4,880-99.5% | $92-74.1% |