See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 27 · EIN 39-1897480 415 DUNLAWTON AVE, SUITE 102 · PORT ORANGE, FL 32127 | Advisory (Plan) | $6,680 |
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD N.E. · CEDAR RAPIDS, IA 52499 | Recordkeeping | $3,069 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 353 N CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,291 | $84,936+6.3% | $111,297-18.9% | $79,386+13.7% |
| Participation rate | 86.1% | 75.9%+10.2pp | 77.3%+8.8pp | 70.7%+15.4pp |
| Annual return | 12.64% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,684 | $1,979-14.9% | $2,731-38.3% | $2,427-30.6% |
| Participant deferral / active EE | $4,399 | $3,888+13.1% | $4,487-2.0% | $4,046+8.7% |
| Admin fee / account holder | $105 | $537-80.4% | $7,964-98.7% | $626-83.2% |