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 RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,682 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES Service code 27 · EIN 31-1509466 | Advisory (Plan) | $28,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,829 |
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 | $132,899 | $71,666+85.4% | $117,854+12.8% | $69,631+90.9% |
| Participation rate | 96.0% | 77.5%+18.5pp | 79.7%+16.3pp | 70.7%+25.3pp |
| Annual return | 19.17% | 18.86%+0.3pp | 335.08%-315.9pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $8,661 | $1,889+358.5% | $3,786+128.8% | $2,032+326.2% |
| Participant deferral / active EE | $8,183 | $3,340+145.0% | $4,482+82.6% | $3,224+153.9% |
| Admin fee / account holder | $113 | $120-5.8% | $8,020-98.6% | $110+2.6% |