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 RESEARCH9+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $37,061 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,926 | $58,778+15.6% | $129,207-47.4% | $77,643-12.5% |
| Participation rate | 63.4% | 59.2%+4.1pp | 69.6%-6.2pp | 70.6%-7.2pp |
| Annual return | 12.66% | 24.73%-12.1pp | 9417.33%-9404.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,615 | $1,952+34.0% | $4,153-37.0% | $2,726-4.1% |
| Participant deferral / active EE | $2,223 | $3,212-30.8% | $4,168-46.7% | $4,647-52.2% |
| Admin fee / account holder | $181 | $589-69.3% | $7,715-97.7% | $430-58.0% |