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 IVNESTMENT RESEARCH Service code 26 | Advisory (Participants) | $21,167 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,446 |
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,378 | $86,944-32.9% | $107,525-45.7% | $74,304-21.4% |
| Participation rate | 82.8% | 59.6%+23.3pp | 75.1%+7.7pp | 60.3%+22.5pp |
| Annual return | 19.31% | 23.52%-4.2pp | 181.32%-162.0pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,727 | $2,757-1.1% | $3,754-27.4% | $2,241+21.7% |
| Participant deferral / active EE | $4,345 | $3,554+22.3% | $5,116-15.1% | $3,767+15.3% |
| Admin fee / account holder | $377 | $3,727-89.9% | $8,919-95.8% | $2,969-87.3% |