Filed November 11, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,497 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 39-1897480 | Advisory (Plan) | $8,310 |
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 | $62,790 | $36,916+70.1% | $156,549-59.9% | $57,658+8.9% |
| Participation rate | 73.2% | 63.4%+9.8pp | 84.0%-10.8pp | 70.2%+3.0pp |
| Annual return | 5.50% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,206 | $1,571-23.2% | $5,501-78.1% | $1,974-38.9% |
| Participant deferral / active EE | $2,113 | $1,926+9.7% | $4,871-56.6% | $3,061-31.0% |
| Admin fee / account holder | $104 | $82+25.8% | $13,027-99.2% | $95+9.7% |