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 | $77,639 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $35,000 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
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 | $83,356 | $71,802+16.1% | $133,980-37.8% | $57,658+44.6% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.1%+10.6pp | 70.2%+27.4pp |
| Annual return | 13.09% | 13.51%-0.4pp | 29.30%-16.2pp | 5.13%+8.0pp |
| Employer contribution / active EE | $2,796 | $3,161-11.6% | $5,211-46.4% | $1,974+41.6% |
| Participant deferral / active EE | $4,209 | $4,606-8.6% | $6,282-33.0% | $3,061+37.5% |
| Admin fee / account holder | $125 | $88+42.2% | $9,324-98.7% | $95+31.8% |