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) | $36,468 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,400 | $48,230+201.5% | $67,502+115.4% | $80,856+79.8% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.6%+16.0pp |
| Annual return | 14.67% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,975 | $2,020+195.8% | $2,731+118.8% | $2,755+116.9% |
| Participant deferral / active EE | $10,009 | $2,924+242.3% | $4,000+150.2% | $4,296+133.0% |
| Admin fee / account holder | $312 | $3,681-91.5% | $3,998-92.2% | $6,918-95.5% |