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 | Sales loads (front end and deferred);... | $146,466 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $67,625 |
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 | $20,392 | $37,884-46.2% | $79,464-74.3% | $75,289-72.9% |
| Participation rate | 54.4% | 65.0%-10.6pp | 73.3%-19.0pp | 72.4%-18.1pp |
| Annual return | -4.42% | 1.06%-5.5pp | 718.14%-722.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $859 | $1,680-48.8% | $2,800-69.3% | $2,405-64.3% |
| Participant deferral / active EE | $604 | $2,569-76.5% | $3,704-83.7% | $3,739-83.8% |
| Admin fee / account holder | $144 | $77+87.7% | $5,113-97.2% | $102+40.5% |