See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 20 B HAMPTON RD · EXETER, NH 03833 | Advisory (Plan) | $8,926 |
BRINKER CAPITAL1+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $6,038 |
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 | $41,577 | $42,546-2.3% | $71,796-42.1% | $55,167-24.6% |
| Participation rate | 86.4% | 59.1%+27.3pp | 69.1%+17.3pp | 69.0%+17.5pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,250 | $803+55.6% | $1,924-35.0% | $1,963-36.3% |
| Participant deferral / active EE | $2,037 | $2,064-1.3% | $2,794-27.1% | $3,054-33.3% |
| Admin fee / account holder | $179 | $650-72.4% | $4,815-96.3% | $504-64.5% |