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 RESEARCH7+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,571 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,668 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,855 | $82,664+138.1% | $125,339+57.1% | $68,494+187.4% |
| Participation rate | 85.5% | 75.0%+10.4pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -13.33% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,677 | $3,381+97.5% | $4,814+38.7% | $2,596+157.2% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $401 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |