Filed May 19, 2016 (most recent of 2 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 GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,341 |
Filed as: DUNCAN FINANCIAL GROUP, LLC DBA Service code 13 DUNCAN ACCOUNTING AND TAX SERVICES · IRWIN, PA 15642 | Contract Administrator | $6,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,966 | $102,553+16.0% | $151,611-21.5% | $66,914+77.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -22.56% | -10.82%-11.7pp | 3.33%-25.9pp | 1.58%-24.1pp |
| Employer contribution / active EE | $3,651 | $4,180-12.7% | $6,166-40.8% | $2,544+43.5% |
| Participant deferral / active EE | $9,262 | $6,641+39.5% | $8,363+10.7% | $4,237+118.6% |
| Admin fee / account holder | $384 | $630-39.1% | $11,616-96.7% | $593-35.3% |