Filed January 6, 2003
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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE Service code 49 · EIN 20-4668732 | Other Services | $51,663 |
WORLD WILDLIFE FUND INC1 year Service code 49 · EIN 52-1693387 | Other Services | $14,327 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,396 |
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 | $144,959 | $107,440+34.9% | $105,738+37.1% | $55,725+160.1% |
| Participation rate | 85.8% | 55.5%+30.3pp | 76.3%+9.5pp | 70.9%+15.0pp |
| Annual return | -5.60% | -0.59%-5.0pp | 6.27%-11.9pp | 244.93%-250.5pp |
| Employer contribution / active EE | $7,200 | $1,448+397.2% | $3,268+120.3% | $2,078+246.5% |
| Participant deferral / active EE | $8,548 | $2,171+293.7% | $4,080+109.5% | $3,356+154.7% |
| Admin fee / account holder | $8 | $283-97.0% | $6,913-99.9% | $115-92.7% |