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 15 · EIN 35-0145825 | Recordkeeping | $48,157 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $10,194 |
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 | $41,473 | $47,977-13.6% | $154,107-73.1% | $56,287-26.3% |
| Participation rate | 69.9% | 66.2%+3.7pp | 83.0%-13.1pp | 69.9%+0.1pp |
| Annual return | -1.71% | 3.54%-5.2pp | 735.12%-736.8pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,077 | $2,169-50.4% | $5,298-79.7% | $2,111-49.0% |
| Participant deferral / active EE | $2,155 | $2,392-9.9% | $5,081-57.6% | $3,350-35.7% |
| Admin fee / account holder | $60 | $438-86.4% | $13,411-99.6% | $521-88.6% |