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) | $33,872 |
RJ20, INC.7 years Service code 49 3800 PARAMOUNT PARKWAY · MORRISVILLE, NC 27560 | Other Services | $2,639 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | -$9,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,146 | $88,083+2.3% | $164,813-45.3% | $74,495+21.0% |
| Participation rate | 84.7% | 73.0%+11.6pp | 78.6%+6.1pp | 67.2%+17.5pp |
| Annual return | 11.91% | 17.26%-5.4pp | 69.93%-58.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,622 | $2,593+1.1% | $4,341-39.6% | $2,6230% |
| Participant deferral / active EE | $5,493 | $4,498+22.1% | $6,031-8.9% | $4,346+26.4% |
| Admin fee / account holder | $170 | $2,234-92.4% | $12,690-98.7% | $1,942-91.3% |