Filed October 18, 2004 (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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $51,352 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,047 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,701 | $73,404+23.6% | $87,100+4.1% | $67,579+34.2% |
| Participation rate | 92.9% | 80.9%+12.0pp | 76.9%+16.0pp | 71.3%+21.6pp |
| Annual return | 18.33% | 48.29%-30.0pp | 28.19%-9.9pp | 378.56%-360.2pp |
| Employer contribution / active EE | $2,083 | $2,014+3.4% | $2,521-17.4% | $2,148-3.0% |
| Participant deferral / active EE | $3,230 | $3,913-17.5% | $4,049-20.2% | $3,539-8.7% |
| Admin fee / account holder | $244 | $142+72.3% | $7,497-96.7% | $142+71.5% |