Filed December 2, 2024 (most recent of 5 filings on file)
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 55 · EIN 42-1445429 | Other Commissions | $13,162 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,120 |
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.
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 | $39,951 | $79,523-49.8% | $140,016-71.5% | $56,287-29.0% |
| Participation rate | 61.8% | 85.7%-23.9pp | 87.5%-25.7pp | 69.9%-8.0pp |
| Annual return | -4.50% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,521 | $3,350-54.6% | $5,606-72.9% | $2,111-28.0% |
| Participant deferral / active EE | $1,882 | $5,129-63.3% | $6,927-72.8% | $3,350-43.8% |
| Admin fee / account holder | $15 | $614-97.5% | $10,705-99.9% | $521-97.1% |