Filed March 31, 2006
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 | $14,838 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $8,621 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,766 | $55,453-39.1% | $170,442-80.2% | $62,292-45.8% |
| Participation rate | 95.3% | 66.4%+28.9pp | 83.6%+11.7pp | 69.5%+25.8pp |
| Annual return | 53.85% | 21.38%+32.5pp | 205.93%-152.1pp | 28.90%+24.9pp |
| Employer contribution / active EE | $129 | $2,164-94.1% | $5,433-97.6% | $2,042-93.7% |
| Participant deferral / active EE | $2,092 | $2,303-9.2% | $4,939-57.7% | $3,169-34.0% |
| Admin fee / account holder | $575 | $455+26.3% | $13,880-95.9% | $479+19.9% |