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) | $31,081 |
RJ20, INC.4 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $4,144 |
Service code 15 · EIN 16-1503696 | Recordkeeping | -$9,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,395 | $93,182-5.1% | $146,665-39.7% | $79,386+11.3% |
| Participation rate | 67.8% | 76.4%-8.7pp | 80.1%-12.3pp | 70.7%-2.9pp |
| Annual return | 14.90% | 21.61%-6.7pp | 22.74%-7.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,859 | $2,420-23.2% | $4,136-55.0% | $2,427-23.4% |
| Participant deferral / active EE | $3,287 | $4,169-21.1% | $5,506-40.3% | $4,046-18.7% |
| Admin fee / account holder | $199 | $585-66.0% | $10,280-98.1% | $626-68.2% |