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 49 · EIN 04-1590850 | Other Services | $73,883 |
Filed as: CAMBRIDGE INVESTMENT GROUP, INC. Service code 27 · EIN 39-1897480 | Advisory (Plan) | $35,000 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $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 | $85,193 | $80,005+6.5% | $140,016-39.2% | $55,725+52.9% |
| Participation rate | 97.3% | 87.0%+10.3pp | 87.5%+9.8pp | 70.9%+26.5pp |
| Annual return | -2.83% | 0.46%-3.3pp | 651.12%-654.0pp | 244.93%-247.8pp |
| Employer contribution / active EE | $2,749 | $3,403-19.2% | $5,606-51.0% | $2,078+32.3% |
| Participant deferral / active EE | $4,324 | $5,264-17.9% | $6,927-37.6% | $3,356+28.9% |
| Admin fee / account holder | $106 | $116-8.7% | $10,705-99.0% | $115-8.3% |