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 52 | Indirect Investment Fees | $27,054 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $7,723 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,084 | $47,977-16.5% | $154,107-74.0% | $56,287-28.8% |
| Participation rate | 77.1% | 66.2%+10.9pp | 83.0%-5.9pp | 69.9%+7.3pp |
| Annual return | -3.70% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,522 | $2,392+5.4% | $5,081-50.4% | $3,350-24.7% |
| Admin fee / account holder | $36 | $438-91.8% | $13,411-99.7% | $521-93.1% |