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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,257 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $22,844 |
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 | $35,190 | $47,126-25.3% | $149,673-76.5% | $74,419-52.7% |
| Participation rate | 74.1% | 63.4%+10.7pp | 78.8%-4.7pp | 70.7%+3.4pp |
| Annual return | 15.30% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,272 | $1,905-33.3% | $4,818-73.6% | $2,637-51.8% |
| Participant deferral / active EE | $1,987 | $2,728-27.2% | $5,680-65.0% | $4,528-56.1% |
| Admin fee / account holder | $136 | $343-60.3% | $13,210-99.0% | $348-60.9% |