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 RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $21,675 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $7,204 |
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 | $95,619 | $75,183+27.2% | $123,892-22.8% | $55,167+73.3% |
| Participation rate | 73.1% | 72.8%+0.3pp | 81.4%-8.3pp | 69.0%+4.1pp |
| Annual return | 6.32% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $6,724 | $2,823+138.1% | $4,617+45.6% | $1,963+242.6% |
| Participant deferral / active EE | $5,329 | $5,084+4.8% | $5,984-11.0% | $3,054+74.5% |
| Admin fee / account holder | $227 | $663-65.8% | $8,357-97.3% | $504-55.0% |