Filed April 7, 2008
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $32,647 |
Filed as: PROFESSISONAL CAPITAL SERVICES, LLC Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $7,266 |
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 | $78,444 | $70,002+12.1% | $115,037-31.8% | $52,331+49.9% |
| Participation rate | 79.4% | 72.1%+7.3pp | 81.4%-2.0pp | 68.1%+11.3pp |
| Annual return | 2.17% | 4.04%-1.9pp | 26.14%-24.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $5,788 | $2,715+113.2% | $4,608+25.6% | $1,882+207.6% |
| Participant deferral / active EE | $7,249 | $4,920+47.3% | $6,026+20.3% | $3,022+139.9% |
| Admin fee / account holder | $247 | $566-56.4% | $8,175-97.0% | $592-58.3% |