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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) | $49,694 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,595 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,923 | $50,458+16.8% | $159,960-63.2% | $64,808-9.1% |
| Participation rate | 78.4% | 68.0%+10.4pp | 78.0%+0.5pp | 71.5%+7.0pp |
| Annual return | -17.02% | -13.42%-3.6pp | 408.60%-425.6pp | 32.82%-49.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,620 | $4,004+15.4% | $6,182-25.3% | $4,310+7.2% |
| Admin fee / account holder | $458 | $706-35.2% | $8,698-94.7% | $188+143.7% |