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) | $31,227 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,514 |
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 | $136,602 | $65,557+108.4% | $64,056+113.3% | $71,457+91.2% |
| Participation rate | 79.1% | 73.2%+5.9pp | 72.3%+6.8pp | 67.9%+11.2pp |
| Annual return | 18.48% | 18.94%-0.5pp | 33.69%-15.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $5,022 | $2,669+88.2% | $2,747+82.9% | $2,588+94.1% |
| Participant deferral / active EE | $8,521 | $3,626+135.0% | $3,880+119.6% | $4,289+98.7% |
| Admin fee / account holder | $257 | $616-58.3% | $3,068-91.6% | $1,587-83.8% |