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 RESEARCH5+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,489 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,674 |
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 | $71,026 | $53,901+31.8% | $134,143-47.1% | $73,488-3.4% |
| Participation rate | 99.6% | 62.8%+36.7pp | 72.2%+27.4pp | 70.7%+28.9pp |
| Annual return | 15.52% | 15.82%-0.3pp | 36.33%-20.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $3,638 | $1,458+149.4% | $3,704-1.8% | $2,270+60.2% |
| Participant deferral / active EE | $3,084 | $2,739+12.6% | $3,499-11.9% | $3,740-17.5% |
| Admin fee / account holder | $204 | $581-64.8% | $6,684-96.9% | $513-60.2% |