Filed January 20, 2006 (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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $25,978 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,438 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,633 | $110,094+4.1% | $151,611-24.4% | $68,494+67.4% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -15.40% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,122 | $4,471-7.8% | $6,166-33.2% | $2,596+58.8% |
| Participant deferral / active EE | $5,524 | $6,527-15.4% | $8,363-33.9% | $4,027+37.2% |
| Admin fee / account holder | $20 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |