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 | $26,831 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $8,803 |
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.
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 | $47,158 | $52,953-10.9% | $172,739-72.7% | $65,185-27.7% |
| Participation rate | 74.4% | 66.2%+8.2pp | 82.6%-8.2pp | 70.2%+4.2pp |
| Annual return | 19.01% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,544 | $2,471+3.0% | $5,198-51.1% | $3,514-27.6% |
| Admin fee / account holder | $41 | $472-91.2% | $13,954-99.7% | $847-95.1% |