Filed November 29, 2005
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 INC Service code 49 · EIN 42-1445429 | Other Services | $105,212 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,791 | $37,213-11.9% | $156,549-79.1% | $63,975-48.7% |
| Participation rate | 89.3% | 65.0%+24.3pp | 84.0%+5.3pp | 71.1%+18.2pp |
| Annual return | 7.87% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,232 | $1,357-9.2% | $5,501-77.6% | $2,182-43.5% |
| Participant deferral / active EE | $3,060 | $2,070+47.8% | $4,871-37.2% | $3,356-8.8% |
| Admin fee / account holder | $27 | $56-51.3% | $13,027-99.8% | $70-61.0% |