Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $21,194 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,198 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $144,314 | $89,739+60.8% | $149,718-3.6% | $62,292+131.7% |
| Participation rate | 95.2% | 85.1%+10.0pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 8.02% | 21.01%-13.0pp | 1501.63%-1493.6pp | 28.90%-20.9pp |
| Employer contribution / active EE | $5,152 | $3,233+59.3% | $5,445-5.4% | $2,042+152.3% |
| Participant deferral / active EE | $3,226 | $4,797-32.7% | $6,569-50.9% | $3,169+1.8% |
| Admin fee / account holder | $185 | $551-66.5% | $11,283-98.4% | $479-61.4% |