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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 INVESTEMENT RESEARCH ADVI Service code 27 · EIN 39-1897480 | Advisory (Plan) | $46,313 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,135 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,177 | $62,132-9.6% | $185,823-69.8% | $73,488-23.6% |
| Participation rate | 77.2% | 67.8%+9.4pp | 78.0%-0.9pp | 70.7%+6.5pp |
| Annual return | 15.21% | 20.44%-5.2pp | 35.95%-20.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,692 | $3,711+26.4% | $5,632-16.7% | $3,740+25.5% |
| Admin fee / account holder | $367 | $419-12.3% | $9,500-96.1% | $513-28.4% |