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 RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $30,540 |
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 | $58,979 | $65,223-9.6% | $80,019-26.3% | $55,725+5.8% |
| Participation rate | 74.1% | 80.6%-6.5pp | 75.8%-1.8pp | 70.9%+3.2pp |
| Annual return | -4.22% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $672 | $2,544-73.6% | $2,468-72.8% | $2,078-67.6% |
| Participant deferral / active EE | $2,256 | $3,881-41.9% | $3,686-38.8% | $3,356-32.8% |
| Admin fee / account holder | $151 | $114+32.2% | $6,521-97.7% | $115+31.1% |