Filed October 18, 2004
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 | $166,005 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $38,341 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,425 | $39,859+6.4% | $78,689-46.1% | $57,658-26.4% |
| Participation rate | 88.1% | 66.1%+22.0pp | 73.6%+14.5pp | 70.2%+17.8pp |
| Annual return | 6.60% | 18.96%-12.4pp | 62.18%-55.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,977 | $1,786+66.7% | $2,851+4.4% | $1,974+50.8% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $38 | $76-50.5% | $4,510-99.2% | $95-60.1% |