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) | $44,691 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,810 | $88,890+22.4% | $102,423+6.2% | $77,643+40.1% |
| Participation rate | 88.1% | 80.9%+7.1pp | 76.5%+11.6pp | 70.6%+17.5pp |
| Annual return | 9.86% | 24.98%-15.1pp | 29.32%-19.5pp | 31.24%-21.4pp |
| Employer contribution / active EE | $2,334 | $2,698-13.5% | $3,023-22.8% | $2,726-14.4% |
| Participant deferral / active EE | $3,738 | $5,145-27.4% | $5,053-26.0% | $4,647-19.6% |
| Admin fee / account holder | $206 | $235-12.6% | $9,451-97.8% | $430-52.2% |