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) | $38,567 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,918 |
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 | $90,325 | $72,254+25.0% | $86,677+4.2% | $64,808+39.4% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.1pp | 71.5%+19.2pp |
| Annual return | -13.69% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,140 | $2,393-10.6% | $2,836-24.6% | $2,506-14.6% |
| Participant deferral / active EE | $3,449 | $4,658-25.9% | $4,656-25.9% | $4,310-20.0% |
| Admin fee / account holder | $173 | $174-0.2% | $7,493-97.7% | $188-7.6% |