Filed March 23, 2014 (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 RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $47,378 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,736 |
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 | $37,222 | $39,859-6.6% | $78,689-52.7% | $57,658-35.4% |
| Participation rate | 98.0% | 66.1%+31.9pp | 73.6%+24.5pp | 70.2%+27.8pp |
| Annual return | 13.16% | 18.96%-5.8pp | 62.18%-49.0pp | 5.13%+8.0pp |
| Employer contribution / active EE | $1,140 | $1,786-36.1% | $2,851-60.0% | $1,974-42.2% |
| Participant deferral / active EE | $2,561 | $2,248+13.9% | $3,517-27.2% | $3,061-16.3% |
| Admin fee / account holder | $20 | $76-73.4% | $4,510-99.6% | $95-78.6% |