Filed June 23, 2022 (most recent of 3 filings on file)
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 ADVISORS3+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $66,818 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $15,107 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,349 |
TIAA3+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $508 |
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 | $135,767 | $74,552+82.1% | $62,995+115.5% | $69,631+95.0% |
| Participation rate | 94.9% | 78.3%+16.6pp | 74.8%+20.1pp | 70.7%+24.2pp |
| Annual return | 14.23% | 15.77%-1.5pp | 87.57%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $3,870 | $2,929+32.1% | $2,759+40.3% | $2,032+90.4% |
| Participant deferral / active EE | $4,328 | $2,974+45.5% | $3,329+30.0% | $3,224+34.2% |
| Admin fee / account holder | $58 | $59-1.8% | $3,600-98.4% | $110-47.2% |