Filed February 7, 2006
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 ADVISORS2+ years Service code 28 2 RECTOR STREET, #23 · NEW YORK, NY 10006 | Investment Management | $56,921 |
Filed as: TEACHERS INS ANNUITY ASSOC OF AMER Service code 15 · EIN 13-1624203 | Recordkeeping | $700 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$35,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $129,011 | $85,199+51.4% | $57,179+125.6% | $63,975+101.7% |
| Participation rate | 69.3% | 74.0%-4.8pp | 75.3%-6.1pp | 71.1%-1.9pp |
| Annual return | 9.00% | 10.43%-1.4pp | 14.59%-5.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $3,491 | $3,446+1.3% | $2,682+30.2% | $2,182+60.0% |
| Participant deferral / active EE | $4,111 | $3,109+32.2% | $3,096+32.8% | $3,356+22.5% |
| Admin fee / account holder | $10 | $39-73.4% | $3,139-99.7% | $70-85.4% |