Filed February 25, 2006
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $95,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,917 | $107,378+6.1% | $108,579+4.9% | $57,658+97.6% |
| Participation rate | 96.0% | 77.1%+18.9pp | 79.6%+16.4pp | 70.2%+25.8pp |
| Annual return | 7.69% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $7,068 | $1,782+296.7% | $3,758+88.1% | $1,974+258.1% |
| Participant deferral / active EE | $7,534 | $3,221+133.9% | $4,311+74.8% | $3,061+146.2% |
| Admin fee / account holder | $154 | $108+42.1% | $7,645-98.0% | $95+63.1% |