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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $30,970 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,242 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,842 | $62,586+49.9% | $76,768+22.2% | $64,186+46.2% |
| Participation rate | 98.8% | 72.8%+26.0pp | 77.0%+21.8pp | 69.6%+29.2pp |
| Annual return | -5.08% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,583 | $1,832+41.0% | $2,485+3.9% | $2,381+8.5% |
| Participant deferral / active EE | $6,337 | $3,145+101.5% | $3,852+64.5% | $3,470+82.6% |
| Admin fee / account holder | $373 | $4,667-92.0% | $6,675-94.4% | $4,888-92.4% |