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 ADVISORS6+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL ST · NEW YORK, NY 10005 | Consulting | $28,648 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $5,777 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $57,979 | $66,124-12.3% | $90,404-35.9% | $73,488-21.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.56% | 17.65%-2.1pp | 1293.02%-1277.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,394 | $2,346+2.0% | $3,262-26.6% | $2,270+5.5% |
| Participant deferral / active EE | $5,796 | $3,039+90.7% | $3,963+46.2% | $3,740+55.0% |
| Admin fee / account holder | $17 | $396-95.8% | $5,611-99.7% | $513-96.8% |