Filed November 5, 1999
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 28 · EIN 42-1445429 | Investment Management | $60,000 |
Service code 16 · EIN 47-1411118 | Consulting | $60,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $56,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,170 | $69,763+228.5% | $67,502+239.5% | $74,495+207.6% |
| Participation rate | 97.4% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.2pp |
| Annual return | 12.94% | -40.34%+53.3pp | 3512.12%-3499.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,789 | $3,636+196.7% | $4,000+169.7% | $4,346+148.3% |
| Admin fee / account holder | $588 | $896-34.4% | $3,998-85.3% | $1,942-69.7% |