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 10-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 RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $31,233 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,040 | $74,347-11.2% | $93,606-29.4% | $67,579-2.3% |
| Participation rate | 74.1% | 80.6%-6.5pp | 75.8%-1.7pp | 71.3%+2.8pp |
| Annual return | 19.59% | 28.07%-8.5pp | 32.76%-13.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $632 | $2,583-75.5% | $2,718-76.8% | $2,148-70.6% |
| Participant deferral / active EE | $2,362 | $4,060-41.8% | $4,069-41.9% | $3,539-33.3% |
| Admin fee / account holder | $144 | $123+17.1% | $7,888-98.2% | $142+1.0% |