Filed January 6, 2016 (most recent of 3 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 52 · EIN 04-1590850 | Indirect Investment Fees | $106,920 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $35,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $80,635 | $68,413+17.9% | $123,104-34.5% | $55,191+46.1% |
| Participation rate | 97.1% | 84.5%+12.6pp | 86.8%+10.3pp | 69.2%+27.9pp |
| Annual return | 3.38% | 6.30%-2.9pp | 13.22%-9.8pp | 10.78%-7.4pp |
| Employer contribution / active EE | $2,776 | $3,050-9.0% | $5,151-46.1% | $1,899+46.2% |
| Participant deferral / active EE | $4,355 | $4,490-3.0% | $6,230-30.1% | $3,046+42.9% |
| Admin fee / account holder | $185 | $88+110.9% | $9,015-97.9% | $91+104.0% |