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) | $35,063 |
SAN DIEGO PENSION CONSULTANTS8+ years Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $16,932 |
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 | $45,654 | $59,159-22.8% | $159,960-71.5% | $66,914-31.8% |
| Participation rate | 96.7% | 68.1%+28.6pp | 78.0%+18.8pp | 69.8%+26.9pp |
| Annual return | -14.29% | -12.26%-2.0pp | 408.60%-422.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,725 | $1,983+87.9% | $4,226-11.8% | $2,544+46.4% |
| Participant deferral / active EE | $10,398 | $4,395+136.6% | $6,182+68.2% | $4,237+145.4% |
| Admin fee / account holder | $14 | $591-97.6% | $8,698-99.8% | $593-97.6% |