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 | $23,146 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,115 |
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.
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 | $162,874 | $98,982+64.5% | $162,163+0.4% | $65,185+149.9% |
| Participation rate | 97.5% | 85.8%+11.7pp | 87.6%+9.9pp | 70.2%+27.3pp |
| Annual return | 10.98% | 24.84%-13.9pp | 115.59%-104.6pp | 29.38%-18.4pp |
| Employer contribution / active EE | $5,892 | $3,467+70.0% | $5,614+5.0% | $2,177+170.7% |
| Participant deferral / active EE | $3,920 | $5,384-27.2% | $7,298-46.3% | $3,514+11.6% |
| Admin fee / account holder | $205 | $596-65.7% | $10,843-98.1% | $847-75.8% |