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 8-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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $15,908 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,761 |
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 | $37,413 | $62,573-40.2% | $85,682-56.3% | $85,850-56.4% |
| Participation rate | 86.4% | 61.1%+25.3pp | 69.9%+16.6pp | 69.3%+17.1pp |
| Annual return | 17.64% | 23.77%-6.1pp | 21.49%-3.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,021 | $1,757-41.9% | $2,618-61.0% | $2,565-60.2% |
| Participant deferral / active EE | $3,971 | $2,802+41.7% | $3,923+1.2% | $3,952+0.5% |
| Admin fee / account holder | $125 | $4,640-97.3% | $6,873-98.2% | $6,260-98.0% |