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 |
|---|---|---|
Filed as: CAMMACK Service code 16 · EIN 20-4668732 | Consulting | $49,553 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,419 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $147,795 | $92,091+60.5% | $62,995+134.6% | $77,958+89.6% |
| Participation rate | 45.0% | 74.5%-29.4pp | 74.8%-29.8pp | 71.6%-26.6pp |
| Annual return | 15.84% | 16.23%-0.4pp | 87.57%-71.7pp | 20.87%-5.0pp |
| Employer contribution / active EE | $5,107 | $3,424+49.1% | $2,759+85.1% | $2,310+121.0% |
| Participant deferral / active EE | $6,074 | $3,361+80.7% | $3,329+82.4% | $3,537+71.8% |
| Admin fee / account holder | $7 | $48-85.9% | $3,600-99.8% | $97-93.1% |