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 | $106,872 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $22,534 |
Employer 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 | $22,065 | $34,495-36.0% | $78,689-72.0% | $63,975-65.5% |
| Participation rate | 90.1% | 60.8%+29.3pp | 73.6%+16.6pp | 71.1%+19.0pp |
| Annual return | 6.24% | 11.62%-5.4pp | 62.18%-55.9pp | 48.65%-42.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,934 | $2,100-7.9% | $3,517-45.0% | $3,356-42.4% |
| Admin fee / account holder | $19 | $68-72.0% | $4,510-99.6% | $70-73.0% |