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 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $55,120 |
TIAA7 years Service code 22 · EIN 13-1624203 | Insurance Broker | $29,543 |
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 | $243,961 | $67,984+258.8% | $65,493+272.5% | $74,304+228.3% |
| Participation rate | 98.1% | 66.3%+31.7pp | 73.1%+25.0pp | 60.3%+37.7pp |
| Annual return | 13.15% | 19.87%-6.7pp | 982.45%-969.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,310 | $3,346+238.0% | $3,961+185.5% | $3,767+200.2% |
| Admin fee / account holder | $473 | $1,373-65.5% | $5,028-90.6% | $2,969-84.1% |