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 RESEARCH4+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,553 |
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 | $63,358 | $47,648+33.0% | $130,648-51.5% | $67,579-6.2% |
| Participation rate | 83.2% | 60.4%+22.7pp | 71.7%+11.4pp | 71.3%+11.9pp |
| Annual return | 21.50% | 25.73%-4.2pp | 1708.96%-1687.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,309 | $1,408+135.0% | $4,092-19.1% | $2,148+54.1% |
| Participant deferral / active EE | $2,620 | $2,616+0.1% | $3,603-27.3% | $3,539-26.0% |
| Admin fee / account holder | $169 | $105+60.8% | $5,464-96.9% | $142+18.7% |