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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,459 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $51,663 |
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 | $201,361 | $58,101+246.6% | $118,925+69.3% | $73,409+174.3% |
| Participation rate | 86.4% | 56.1%+30.2pp | 75.4%+11.0pp | 72.2%+14.2pp |
| Annual return | 17.30% | 20.56%-3.3pp | 35.88%-18.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $7,049 | $1,445+387.8% | $3,263+116.1% | $2,234+215.6% |
| Participant deferral / active EE | $8,722 | $2,400+263.4% | $4,265+104.5% | $3,805+129.2% |
| Admin fee / account holder | $138 | $138+0.2% | $6,581-97.9% | $158-12.4% |