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 RESEARCH5+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,599 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,390 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,129 | $98,750+180.6% | $149,696+85.1% | $79,858+247.0% |
| Participation rate | 87.9% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.3pp |
| Annual return | 3.80% | 27.43%-23.6pp | 276.60%-272.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,857 | $5,680+126.4% | $6,842+87.9% | $3,740+243.8% |
| Admin fee / account holder | $393 | $6,053-93.5% | $9,309-95.8% | $5,306-92.6% |