Filed January 4, 2005 (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, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $41,967 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,881 | $81,474+205.5% | $133,956+85.8% | $73,488+238.7% |
| Participation rate | 97.1% | 76.4%+20.8pp | 79.8%+17.3pp | 70.7%+26.5pp |
| Annual return | 14.23% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $8,413 | $2,209+280.8% | $3,919+114.7% | $2,270+270.6% |
| Participant deferral / active EE | $6,401 | $3,786+69.1% | $5,048+26.8% | $3,740+71.2% |
| Admin fee / account holder | $336 | $713-52.9% | $8,927-96.2% | $513-34.6% |