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 | $26,583 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $15,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,349 | $47,977-32.6% | $154,107-79.0% | $56,287-42.5% |
| Participation rate | 91.5% | 66.2%+25.3pp | 83.0%+8.5pp | 69.9%+21.7pp |
| Annual return | -5.89% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,181 | $2,169+0.6% | $5,298-58.8% | $2,111+3.3% |
| Participant deferral / active EE | $2,609 | $2,392+9.1% | $5,081-48.6% | $3,350-22.1% |
| Admin fee / account holder | $97 | $438-77.9% | $13,411-99.3% | $521-81.4% |