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 INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $58,638 |
Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $13,799 |
SAN DIEGO PENSION CONSULTANTS11+ years Service code 13 9665 CHESAPEAKE DR,.SUIE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $13,071 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,261 | $81,625+32.6% | $167,512-35.4% | $74,304+45.7% |
| Participation rate | 97.8% | 60.0%+37.8pp | 77.1%+20.8pp | 60.3%+37.5pp |
| Annual return | 17.86% | 26.09%-8.2pp | 1615.79%-1597.9pp | 29.43%-11.6pp |
| Employer contribution / active EE | $4,269 | $2,010+112.3% | $3,882+10.0% | $2,241+90.5% |
| Participant deferral / active EE | $11,327 | $4,115+175.3% | $6,405+76.9% | $3,767+200.7% |
| Admin fee / account holder | $18 | $3,474-99.5% | $9,769-99.8% | $2,969-99.4% |