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 13 · EIN 42-0127290 | Contract Administrator | $37,331 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $18,000 |
Annual investment return 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 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 | $87,203 | $89,652-2.7% | $141,162-38.2% | $65,185+33.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.10% | 32.79%-14.7pp | 71.39%-53.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $3,409 | $3,065+11.3% | $4,735-28.0% | $2,177+56.6% |
| Participant deferral / active EE | $3,484 | $5,691-38.8% | $6,709-48.1% | $3,514-0.8% |
| Admin fee / account holder | $277 | $569-51.4% | $10,261-97.3% | $847-67.4% |