Filed May 6, 2012
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 15 · EIN 35-0145825 | Recordkeeping | $37,237 |
PRONVEST5+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $20,928 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 28 · EIN 39-1897480 | Investment Management | $14,770 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,391 | $62,928-61.2% | $172,739-85.9% | $67,579-63.9% |
| Participation rate | 89.9% | 64.5%+25.5pp | 82.6%+7.3pp | 71.3%+18.7pp |
| Annual return | 15.51% | 30.36%-14.9pp | 802.84%-787.3pp | 378.56%-363.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,331 | $2,145+8.7% | $5,198-55.1% | $3,539-34.1% |
| Admin fee / account holder | $77 | $167-53.8% | $13,954-99.4% | $142-45.9% |