Filed February 4, 1998 (most recent of 2 filings on file)
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 13-3689044 | Recordkeeping | $37,123 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV. Service code 16 · EIN 39-1897480 | Consulting | $27,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,550 | $116,081-43.5% | $156,181-58.0% | $79,634-17.7% |
| Participation rate | 61.7% | 75.6%-13.9pp | 78.8%-17.2pp | 62.5%-0.8pp |
| Annual return | 16.28% | 15.89%+0.4pp | 64.87%-48.6pp | 36.46%-20.2pp |
| Employer contribution / active EE | $1,982 | $2,828-29.9% | $4,294-53.8% | $2,529-21.6% |
| Participant deferral / active EE | $3,392 | $4,584-26.0% | $6,132-44.7% | $3,835-11.5% |
| Admin fee / account holder | $216 | $854-74.7% | $14,586-98.5% | $1,002-78.5% |