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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,230 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $33,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,716 | $61,052+32.2% | $142,863-43.5% | $79,386+1.7% |
| Participation rate | 95.2% | 60.1%+35.1pp | 71.9%+23.3pp | 70.7%+24.5pp |
| Annual return | 13.42% | 16.02%-2.6pp | 5637.54%-5624.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $4,270 | $1,481+188.4% | $4,144+3.1% | $2,427+75.9% |
| Participant deferral / active EE | $3,987 | $2,879+38.5% | $3,837+3.9% | $4,046-1.4% |
| Admin fee / account holder | $243 | $659-63.2% | $6,560-96.3% | $626-61.3% |