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 RESEARCH2+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $16,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,969 |
Employer 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.)
Annual investment return 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 | $216,086 | $85,766+151.9% | $136,294+58.5% | $70,131+208.1% |
| Participation rate | 88.5% | 74.2%+14.4pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 14.01% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,269 | $5,051+142.9% | $6,247+96.4% | $3,332+268.2% |
| Admin fee / account holder | $311 | $5,420-94.3% | $9,243-96.6% | $4,645-93.3% |