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) | $39,038 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,161 |
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 | $102,430 | $99,078+3.4% | $96,544+6.1% | $74,419+37.6% |
| Participation rate | 91.4% | 80.7%+10.7pp | 76.0%+15.4pp | 70.7%+20.7pp |
| Annual return | 13.59% | 22.48%-8.9pp | 25.84%-12.3pp | 34.38%-20.8pp |
| Employer contribution / active EE | $2,211 | $2,570-14.0% | $2,965-25.4% | $2,637-16.2% |
| Participant deferral / active EE | $3,601 | $4,933-27.0% | $4,851-25.8% | $4,528-20.5% |
| Admin fee / account holder | $188 | $225-16.2% | $8,252-97.7% | $348-45.9% |