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 · EIN 35-0145825 | Indirect Investment Fees | $43,062 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $12,062 |
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 | $45,673 | $52,953-13.7% | $172,739-73.6% | $65,185-29.9% |
| Participation rate | 75.2% | 66.2%+9.0pp | 82.6%-7.4pp | 70.2%+5.0pp |
| Annual return | 20.76% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,105 | $2,190-49.5% | $5,143-78.5% | $2,177-49.2% |
| Participant deferral / active EE | $2,363 | $2,471-4.4% | $5,198-54.5% | $3,514-32.8% |
| Admin fee / account holder | $62 | $472-86.8% | $13,954-99.6% | $847-92.7% |