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 | $25,414 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,631 |
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 | $177,826 | $136,307+30.5% | $177,8210% | $73,488+142.0% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | 8.84% | 18.68%-9.8pp | 48.32%-39.5pp | 28.51%-19.7pp |
| Employer contribution / active EE | $6,406 | $3,712+72.6% | $5,918+8.2% | $2,270+182.2% |
| Participant deferral / active EE | $4,329 | $5,829-25.7% | $7,714-43.9% | $3,740+15.8% |
| Admin fee / account holder | $221 | $596-62.9% | $12,427-98.2% | $513-56.9% |