Filed June 8, 2009 (most recent of 3 filings on file)
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 RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $22,881 |
TBS AGENCY INC1+ years Service code 49 · EIN 52-1473914 | Other Services | $4,062 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,048 |
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 | $166,238 | $50,464+229.4% | $75,781+119.4% | $52,331+217.7% |
| Participation rate | 97.7% | 66.8%+31.0pp | 75.8%+21.9pp | 68.1%+29.6pp |
| Annual return | -0.56% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $5,624 | $1,988+182.8% | $3,323+69.2% | $1,882+198.9% |
| Participant deferral / active EE | $3,900 | $2,570+51.7% | $3,651+6.8% | $3,022+29.0% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.8% |