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 RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $139,658 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,982 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,420 | $44,989-16.8% | $170,442-78.0% | $77,958-52.0% |
| Participation rate | 91.8% | 64.6%+27.2pp | 83.6%+8.2pp | 71.6%+20.2pp |
| Annual return | 19.60% | 19.61%0pp | 205.93%-186.3pp | 20.87%-1.3pp |
| Employer contribution / active EE | $1,518 | $1,466+3.5% | $5,433-72.1% | $2,310-34.3% |
| Participant deferral / active EE | $3,545 | $2,208+60.6% | $4,939-28.2% | $3,537+0.2% |
| Admin fee / account holder | $24 | $69-64.5% | $13,880-99.8% | $97-74.9% |