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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 |
|---|---|---|
Filed as: CAMBRIDGE WEALTH ADVISORS LLC Service code 27 · EIN 27-0397626 | Advisory (Plan) | $76,603 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $32,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,657 | $98,982-46.8% | $162,163-67.5% | $65,185-19.2% |
| Participation rate | 75.4% | 85.8%-10.4pp | 87.6%-12.1pp | 70.2%+5.2pp |
| Annual return | 19.65% | 24.84%-5.2pp | 115.59%-95.9pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,014 | $3,467-70.8% | $5,614-81.9% | $2,177-53.4% |
| Participant deferral / active EE | $4,668 | $5,384-13.3% | $7,298-36.0% | $3,514+32.9% |
| Admin fee / account holder | $569 | $596-4.5% | $10,843-94.7% | $847-32.8% |