Filed August 28, 2015 (most recent of 2 filings on file)
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 RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,191 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,114 | $77,813+108.3% | $123,544+31.2% | $64,186+152.6% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | 9.25% | 12.48%-3.2pp | 119.20%-109.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $7,429 | $3,014+146.5% | $4,628+60.5% | $2,381+212.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $284 | $5,519-94.9% | $9,284-96.9% | $4,888-94.2% |