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 | $33,854 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $32,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,207 | $45,602+40.8% | $117,472-45.3% | $66,914-4.0% |
| Participation rate | 98.1% | 57.6%+40.5pp | 70.6%+27.6pp | 69.8%+28.3pp |
| Annual return | -17.04% | -16.74%-0.3pp | 29.74%-46.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,013 | $1,579+90.8% | $4,176-27.9% | $2,544+18.4% |
| Participant deferral / active EE | $3,916 | $2,845+37.6% | $4,070-3.8% | $4,237-7.6% |
| Admin fee / account holder | $218 | $661-67.0% | $5,645-96.1% | $593-63.3% |