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 ADVISORS5+ years Filed as: CAMMACK LARHETTE Service code 49 · EIN 20-4668732 | Other Services | $51,663 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,243 |
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 | $173,944 | $124,414+39.8% | $115,157+51.0% | $67,579+157.4% |
| Participation rate | 86.5% | 58.1%+28.4pp | 75.9%+10.6pp | 71.3%+15.2pp |
| Annual return | 24.45% | 29.40%-4.9pp | 35.60%-11.2pp | 378.56%-354.1pp |
| Employer contribution / active EE | $7,086 | $1,454+387.2% | $3,179+122.9% | $2,148+229.9% |
| Participant deferral / active EE | $8,407 | $2,331+260.7% | $4,168+101.7% | $3,539+137.5% |
| Admin fee / account holder | $9 | $361-97.6% | $7,088-99.9% | $142-93.9% |