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) | $19,262 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,278 |
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 | $83,589 | $43,327+92.9% | $59,878+39.6% | $64,186+30.2% |
| Participation rate | 81.5% | 69.2%+12.4pp | 74.7%+6.8pp | 69.6%+12.0pp |
| Annual return | -5.14% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,763 | $2,028+134.8% | $2,722+75.0% | $2,381+100.1% |
| Participant deferral / active EE | $7,927 | $2,546+211.4% | $3,402+133.0% | $3,470+128.5% |
| Admin fee / account holder | $181 | $3,005-94.0% | $3,590-95.0% | $4,888-96.3% |