Filed January 14, 2006 (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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,833 |
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 | $47,491 | $39,898+19.0% | $121,196-60.8% | $55,725-14.8% |
| Participation rate | 97.4% | 61.2%+36.1pp | 71.7%+25.6pp | 70.9%+26.5pp |
| Annual return | -6.75% | -0.96%-5.8pp | 16.93%-23.7pp | 244.93%-251.7pp |
| Employer contribution / active EE | $3,445 | $1,295+166.0% | $4,022-14.3% | $2,078+65.8% |
| Participant deferral / active EE | $2,486 | $2,439+1.9% | $3,344-25.7% | $3,356-25.9% |
| Admin fee / account holder | $128 | $95+34.2% | $5,019-97.5% | $115+10.8% |