Filed December 14, 1992
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 · EIN 20-4668732 | Investment Management | $47,309 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $9,500 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $3 |
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 | $80,544 | $85,199-5.5% | $57,179+40.9% | $63,975+25.9% |
| Participation rate | 99.5% | 74.0%+25.5pp | 75.3%+24.2pp | 71.1%+28.4pp |
| Annual return | 6.84% | 10.43%-3.6pp | 14.59%-7.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $7,791 | $3,446+126.1% | $2,682+190.5% | $2,182+257.1% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $39-49.0% | $3,139-99.4% | $70-72.0% |