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) | $26,917 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,380 |
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 | $119,989 | $125,758-4.6% | $169,993-29.4% | $75,163+59.6% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 14.44% | 27.20%-12.8pp | 53.37%-38.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,959 | $4,615-14.2% | $6,785-41.7% | $2,670+48.3% |
| Participant deferral / active EE | $5,672 | $6,837-17.1% | $10,408-45.5% | $4,125+37.5% |
| Admin fee / account holder | $29 | $8,173-99.6% | $12,815-99.8% | $5,651-99.5% |