Filed August 6, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $17,628 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $4,130 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $53,040 | $50,637+4.7% | $86,590-38.7% | $62,292-14.9% |
| Participation rate | 85.2% | 67.9%+17.3pp | 73.5%+11.6pp | 69.5%+15.7pp |
| Annual return | 18.63% | 20.80%-2.2pp | 964.84%-946.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,699 | $2,075-18.1% | $2,839-40.2% | $2,042-16.8% |
| Participant deferral / active EE | $3,864 | $2,611+48.0% | $3,609+7.1% | $3,169+21.9% |
| Admin fee / account holder | $13 | $413-96.8% | $4,906-99.7% | $479-97.3% |