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 | $22,908 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,797 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $145,666 | $79,523+83.2% | $140,016+4.0% | $56,287+158.8% |
| Participation rate | 97.4% | 85.7%+11.7pp | 87.5%+9.9pp | 69.9%+27.6pp |
| Annual return | -0.42% | 2.39%-2.8pp | 651.12%-651.5pp | -9.96%+9.5pp |
| Employer contribution / active EE | $5,609 | $3,350+67.4% | $5,606+0.1% | $2,111+165.7% |
| Participant deferral / active EE | $3,581 | $5,129-30.2% | $6,927-48.3% | $3,350+6.9% |
| Admin fee / account holder | $204 | $614-66.8% | $10,705-98.1% | $521-60.9% |