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 RESEARCH7+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $30,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,516 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,096 | $82,664+237.6% | $125,339+122.7% | $68,494+307.5% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -14.79% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,800 | $6,110+109.5% | $7,446+71.9% | $4,027+217.8% |
| Admin fee / account holder | $568 | $6,275-90.9% | $10,010-94.3% | $5,403-89.5% |