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) | $62,225 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,601 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
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 | $105,339 | $185,342-43.2% | $111,297-5.4% | $86,799+21.4% |
| Participation rate | 92.9% | 81.0%+11.9pp | 77.3%+15.6pp | 72.3%+20.6pp |
| Annual return | 9.32% | 500.80%-491.5pp | 54.65%-45.3pp | 97.91%-88.6pp |
| Employer contribution / active EE | $2,184 | $2,246-2.8% | $2,731-20.0% | $2,405-9.2% |
| Participant deferral / active EE | $3,502 | $4,458-21.5% | $4,487-22.0% | $4,131-15.2% |
| Admin fee / account holder | $265 | $255+3.6% | $7,964-96.7% | $170+56.1% |