Filed January 13, 2023 (most recent of 3 filings on file)
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 99 · EIN 42-1445429 | Other Fees | $16,873 |
Service code 49 | Other Services | $3,264 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $34,241 | $55,472-38.3% | $155,567-78.0% | $74,546-54.1% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 10.21% | 268.72%-258.5pp | 64.74%-54.5pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $3,418 | $2,269+50.7% | $4,674-26.9% | $2,624+30.2% |
| Participant deferral / active EE | $2,316 | $2,838-18.4% | $5,628-58.8% | $4,347-46.7% |
| Admin fee / account holder | $296 | $1,743-83.0% | $15,916-98.1% | $1,944-84.8% |