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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,980 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,564 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $57,678 | $55,449+4.0% | $83,848-31.2% | $56,287+2.5% |
| Participation rate | 77.9% | 68.0%+9.9pp | 76.1%+1.8pp | 69.9%+8.1pp |
| Annual return | -7.76% | -1.38%-6.4pp | 850.88%-858.6pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,345 | $2,430-44.6% | $3,631-62.9% | $2,111-36.3% |
| Participant deferral / active EE | $3,728 | $2,935+27.0% | $4,082-8.7% | $3,350+11.3% |
| Admin fee / account holder | $318 | $656-51.5% | $5,478-94.2% | $521-38.9% |