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) | $22,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,156 |
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.)
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 | $247,427 | $77,813+218.0% | $123,544+100.3% | $64,186+285.5% |
| Participation rate | 86.9% | 74.7%+12.2pp | 82.3%+4.6pp | 69.6%+17.3pp |
| Annual return | 10.17% | 12.48%-2.3pp | 119.20%-109.0pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,504 | $5,240+138.6% | $6,426+94.6% | $3,470+260.4% |
| Admin fee / account holder | $422 | $5,519-92.3% | $9,284-95.4% | $4,888-91.4% |