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) | $38,500 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $37,310 |
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 | $230,060 | $86,655+165.5% | $119,609+92.3% | $66,914+243.8% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -12.42% | -8.00%-4.4pp | -14.97%+2.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $16,908 | $2,536+566.8% | $4,232+299.5% | $2,544+564.6% |
| Participant deferral / active EE | $12,091 | $4,358+177.4% | $5,602+115.8% | $4,237+185.4% |
| Admin fee / account holder | $321 | $755-57.5% | $10,323-96.9% | $593-45.9% |