Filed January 1, 2012
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 INV RSRCH ADVSRS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $13,795 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,802 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $344 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,664 | $57,976+39.1% | $62,995+28.0% | $62,292+29.5% |
| Participation rate | 85.4% | 75.9%+9.5pp | 74.8%+10.6pp | 69.5%+15.9pp |
| Annual return | 19.28% | 17.54%+1.7pp | 87.57%-68.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,136 | $2,415+29.9% | $2,759+13.7% | $2,042+53.6% |
| Participant deferral / active EE | $7,455 | $2,956+152.2% | $3,329+123.9% | $3,169+135.2% |
| Admin fee / account holder | $123 | $276-55.3% | $3,600-96.6% | $479-74.3% |