Filed July 25, 2018 (most recent of 4 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 |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $272,525 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $106,677 |
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 | $59,036 | $37,213+58.6% | $156,549-62.3% | $63,975-7.7% |
| Participation rate | 94.3% | 65.0%+29.4pp | 84.0%+10.3pp | 71.1%+23.2pp |
| Annual return | 9.57% | 47.89%-38.3pp | 32.23%-22.7pp | 48.65%-39.1pp |
| Employer contribution / active EE | $3,258 | $1,357+140.1% | $5,501-40.8% | $2,182+49.4% |
| Participant deferral / active EE | $4,566 | $2,070+120.6% | $4,871-6.3% | $3,356+36.0% |
| Admin fee / account holder | $99 | $56+75.7% | $13,027-99.2% | $70+40.5% |