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) | $25,781 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,965 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,652 | $60,989+91.3% | $60,874+91.6% | $66,914+74.3% |
| Participation rate | 78.0% | 74.5%+3.5pp | 73.1%+4.9pp | 69.8%+8.2pp |
| Annual return | -10.54% | -9.60%-0.9pp | 16.90%-27.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $5,480 | $2,661+106.0% | $2,701+102.9% | $2,544+115.4% |
| Participant deferral / active EE | $8,764 | $3,615+142.5% | $3,817+129.6% | $4,237+106.8% |
| Admin fee / account holder | $226 | $338-33.3% | $3,224-93.0% | $593-61.9% |