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 Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $56,316 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $37,465 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $4,348 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,475 | $61,214+83.7% | $83,333+35.0% | $56,287+99.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -3.43% | 0.42%-3.8pp | 10.63%-14.1pp | -9.96%+6.5pp |
| Employer contribution / active EE | $6,454 | $1,925+235.2% | $3,379+91.0% | $2,111+205.7% |
| Participant deferral / active EE | $6,725 | $5,091+32.1% | $5,565+20.8% | $3,350+100.8% |
| Admin fee / account holder | $279 | $512-45.4% | $7,510-96.3% | $521-46.4% |