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) | $34,035 |
RJ20, INC.6 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $4,536 |
Service code 15 · EIN 16-1503696 | Recordkeeping | -$6,915 |
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 | $81,426 | $82,978-1.9% | $129,995-37.4% | $71,457+14.0% |
| Participation rate | 79.2% | 74.1%+5.1pp | 78.5%+0.7pp | 67.9%+11.3pp |
| Annual return | 15.08% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,352 | $2,622-10.3% | $4,320-45.6% | $2,588-9.1% |
| Participant deferral / active EE | $4,678 | $4,432+5.6% | $5,820-19.6% | $4,289+9.1% |
| Admin fee / account holder | $204 | $1,729-88.2% | $10,614-98.1% | $1,587-87.1% |