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 | Claims processing; Recordkeeping fees... | $106,781 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $61,467 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,013 | $44,794-50.9% | $90,281-75.6% | $77,787-71.7% |
| Participation rate | 65.9% | 66.6%-0.7pp | 73.3%-7.4pp | 73.2%-7.4pp |
| Annual return | 19.36% | 28.23%-8.9pp | 78.10%-58.7pp | 32.57%-13.2pp |
| Employer contribution / active EE | $615 | $1,809-66.0% | $2,854-78.4% | $2,504-75.4% |
| Participant deferral / active EE | $867 | $2,642-67.2% | $3,885-77.7% | $3,967-78.2% |
| Admin fee / account holder | $120 | $94+27.0% | $5,351-97.8% | $100+19.8% |