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 | $32,048 |
Filed as: CAMBRIDGE INVEST RESEARCH ADVISOR Service code 26 · EIN 20-1665305 | Advisory (Participants) | $20,050 |
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 | $46,799 | $52,953-11.6% | $172,739-72.9% | $65,185-28.2% |
| Participation rate | 81.4% | 66.2%+15.2pp | 82.6%-1.3pp | 70.2%+11.2pp |
| Annual return | 27.60% | 30.12%-2.5pp | 802.84%-775.2pp | 29.38%-1.8pp |
| Employer contribution / active EE | $1,892 | $2,190-13.6% | $5,143-63.2% | $2,177-13.1% |
| Participant deferral / active EE | $3,139 | $2,471+27.0% | $5,198-39.6% | $3,514-10.7% |
| Admin fee / account holder | $128 | $472-72.8% | $13,954-99.1% | $847-84.9% |