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) | $22,439 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $655 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $105,923 | $60,795+74.2% | $69,455+52.5% | $65,185+62.5% |
| Participation rate | 79.6% | 74.9%+4.8pp | 74.6%+5.0pp | 70.2%+9.4pp |
| Annual return | 27.31% | 17.46%+9.9pp | 28.97%-1.7pp | 29.38%-2.1pp |
| Employer contribution / active EE | $4,891 | $2,452+99.5% | $2,779+76.0% | $2,177+124.7% |
| Participant deferral / active EE | $7,609 | $3,162+140.7% | $3,535+115.2% | $3,514+116.6% |
| Admin fee / account holder | $199 | $314-36.6% | $3,839-94.8% | $847-76.5% |