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 99 · EIN 42-1445429 | Other Fees | $20,238 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 99 · EIN 39-1816008 | Other Fees | $5,675 |
TPA CORPORATION1 year Filed as: TPA Service code 99 · EIN 11-1000111 | Other Fees | $1,649 |
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 | $70,111 | $66,310+5.7% | $93,606-25.1% | $65,185+7.6% |
| Participation rate | 96.9% | 74.0%+22.9pp | 75.8%+21.1pp | 70.2%+26.7pp |
| Annual return | 21.67% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $769 | $2,012-61.8% | $2,718-71.7% | $2,177-64.7% |
| Participant deferral / active EE | $2,877 | $3,342-13.9% | $4,069-29.3% | $3,514-18.1% |
| Admin fee / account holder | $298 | $6,897-95.7% | $7,888-96.2% | $847-64.8% |