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 RESEARCH4+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$349 |
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 | $245,817 | $89,355+175.1% | $141,162+74.1% | $72,985+236.8% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.5%+5.7pp | 69.5%+18.6pp |
| Annual return | 4.13% | 111.85%-107.7pp | 71.39%-67.3pp | 81.00%-76.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,787 | $5,418+136.0% | $6,709+90.6% | $3,607+254.5% |
| Admin fee / account holder | $339 | $5,958-94.3% | $10,261-96.7% | $5,124-93.4% |