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) | $25,079 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,389 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,703 | $49,227+153.3% | $70,449+77.0% | $79,858+56.2% |
| Participation rate | 80.4% | 69.2%+11.3pp | 75.1%+5.4pp | 69.6%+10.8pp |
| Annual return | 15.21% | 30.06%-14.9pp | 109.03%-93.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,678 | $2,099+170.5% | $2,737+107.5% | $2,471+129.8% |
| Participant deferral / active EE | $9,049 | $2,768+227.0% | $3,709+144.0% | $3,740+142.0% |
| Admin fee / account holder | $231 | $2,878-92.0% | $3,845-94.0% | $5,306-95.6% |