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 RESEARCH8+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $31,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,545 | $48,335+60.4% | $121,098-36.0% | $71,457+8.5% |
| Participation rate | 98.2% | 54.3%+43.9pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | 18.30% | 23.32%-5.0pp | 985.75%-967.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $5,503 | $1,489+269.6% | $4,164+32.2% | $2,588+112.7% |
| Participant deferral / active EE | $4,041 | $2,754+46.8% | $4,080-0.9% | $4,289-5.8% |
| Admin fee / account holder | $197 | $1,841-89.3% | $5,644-96.5% | $1,587-87.6% |