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 ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $35,177 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $13,600 |
JONES DAY5+ years Service code 28 · EIN 34-0319085 | Investment Management | $10,816 |
TEMEN, KAISER & CAMERON, CPAS, LLP1 year Filed as: TEMEN,KAISER,CAMERON,CPAS,LLP Service code 28 · EIN 68-0373796 | Investment Management | $7,584 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $310 |
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 | $107,612 | $204,517-47.4% | $69,455+54.9% | $77,787+38.3% |
| Participation rate | 97.1% | 74.6%+22.5pp | 74.6%+22.5pp | 73.2%+23.9pp |
| Annual return | 18.54% | 22.10%-3.6pp | 28.97%-10.4pp | 32.57%-14.0pp |
| Employer contribution / active EE | $7,995 | $3,548+125.4% | $2,779+187.7% | $2,504+219.2% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,535-100.0% | $3,967-100.0% |
| Admin fee / account holder | $22 | $101-78.0% | $3,839-99.4% | $100-77.9% |