Filed February 23, 2005
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 | Indirect Investment Fees | $56,727 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $5,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,250 | $46,732-22.4% | $156,549-76.8% | $55,167-34.3% |
| Participation rate | 65.8% | 65.8%0pp | 84.0%-18.2pp | 69.0%-3.1pp |
| Annual return | 6.21% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,035 | $2,105-50.8% | $5,501-81.2% | $1,963-47.3% |
| Participant deferral / active EE | $1,749 | $2,204-20.7% | $4,871-64.1% | $3,054-42.7% |
| Admin fee / account holder | $33 | $418-92.0% | $13,027-99.7% | $504-93.4% |