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 |
|---|---|---|
CREATIVE BENEFIT STRATEGIES8+ years Service code 17 10155 BROADVIEW RD., SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Pension Consulting | $9,390 |
PCS RETIREMENT, LLC1 year Service code 15 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Recordkeeping | $8,419 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,267 | $65,435-3.3% | $86,677-27.0% | $66,914-5.5% |
| Participation rate | 68.3% | 75.5%-7.2pp | 76.6%-8.3pp | 69.8%-1.5pp |
| Annual return | -16.10% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $746 | $2,153-65.4% | $2,836-73.7% | $2,544-70.7% |
| Participant deferral / active EE | $2,071 | $4,100-49.5% | $4,656-55.5% | $4,237-51.1% |
| Admin fee / account holder | $237 | $642-63.0% | $7,493-96.8% | $593-60.0% |