Filed December 17, 2024
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52266 | Advisory (Plan) | $18,514 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,706 |
RJ20, INC.3 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $3,311 |
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 | $73,619 | $81,474-9.6% | $133,956-45.0% | $73,488+0.2% |
| Participation rate | 70.1% | 76.4%-6.2pp | 79.8%-9.7pp | 70.7%-0.5pp |
| Annual return | 18.71% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,732 | $2,209-21.6% | $3,919-55.8% | $2,270-23.7% |
| Participant deferral / active EE | $2,726 | $3,786-28.0% | $5,048-46.0% | $3,740-27.1% |
| Admin fee / account holder | $223 | $713-68.7% | $8,927-97.5% | $513-56.6% |