Filed October 17, 2002
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $27,527 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 94-1737782 | Bank Trustee | $4,967 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $113,315-100.0% | $97,450-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 41.9%-41.9pp | 37.6%-37.6pp |
| Annual return | -0.94% | 7.90%-8.8pp | 10.56%-11.5pp | 9.30%-10.2pp |
| Employer contribution / active EE | $0 | $35,629-100.0% | $28,542-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |