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) | $30,819 |
RJ20, INC.5 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $4,109 |
Service code 15 · EIN 16-1503696 | Recordkeeping | -$8,096 |
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 | $67,809 | $86,655-21.7% | $119,609-43.3% | $66,914+1.3% |
| Participation rate | 75.8% | 75.6%+0.3pp | 79.3%-3.4pp | 69.8%+6.0pp |
| Annual return | -13.97% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,275 | $2,536-10.3% | $4,232-46.2% | $2,544-10.6% |
| Participant deferral / active EE | $4,317 | $4,358-0.9% | $5,602-22.9% | $4,237+1.9% |
| Admin fee / account holder | $175 | $755-76.8% | $10,323-98.3% | $593-70.4% |