Filed March 7, 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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $26,205 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $25,694 |
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 | $47,318 | $50,464-6.2% | $75,781-37.6% | $52,331-9.6% |
| Participation rate | 79.8% | 66.8%+13.0pp | 75.8%+4.0pp | 68.1%+11.7pp |
| Annual return | -0.98% | 1.03%-2.0pp | 9.68%-10.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,332 | $1,988-33.0% | $3,323-59.9% | $1,882-29.2% |
| Participant deferral / active EE | $3,580 | $2,570+39.3% | $3,651-2.0% | $3,022+18.5% |
| Admin fee / account holder | $274 | $1,103-75.2% | $5,299-94.8% | $592-53.7% |