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 ADVISORS4+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $68,845 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $14,027 |
TIAA4+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28 |
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 | $125,750 | $70,083+79.4% | $59,878+110.0% | $55,725+125.7% |
| Participation rate | 77.9% | 78.4%-0.5pp | 74.7%+3.2pp | 70.9%+7.0pp |
| Annual return | -2.88% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $3,510 | $2,878+21.9% | $2,722+29.0% | $2,078+68.9% |
| Participant deferral / active EE | $3,964 | $3,079+28.7% | $3,402+16.5% | $3,356+18.1% |
| Admin fee / account holder | $54 | $70-23.3% | $3,590-98.5% | $115-53.2% |