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 RESEARCH6+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,483 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,979 |
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.)
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 | $374,441 | $105,181+256.0% | $159,436+134.9% | $85,850+336.2% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.8%+1.9pp | 69.3%+15.4pp |
| Annual return | 30.26% | 45.07%-14.8pp | 263.57%-233.3pp | 318.53%-288.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,213 | $5,945+88.6% | $7,352+52.5% | $3,952+183.7% |
| Admin fee / account holder | $474 | $6,933-93.2% | $10,799-95.6% | $6,260-92.4% |