Filed December 1, 2023
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 RESEARCH2+ years Service code 51 · EIN 42-1445429 | Investment Mgmt Fees | $297,970 |
Filed as: NORTH AMERICA KTRADE ALLIANCE LLC Service code 10 · EIN 32-0169227 | Accounting | $54,513 |
Filed as: DEMARS PENSION CONSULTING Service code 10 · EIN 48-0890241 | Accounting | $15,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,107 | $68,408+31.7% | $57,179+57.6% | $57,658+56.3% |
| Participation rate | 98.7% | 79.1%+19.6pp | 75.3%+23.4pp | 70.2%+28.5pp |
| Annual return | 6.66% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,416 | $2,869+88.8% | $2,682+101.9% | $1,974+174.4% |
| Participant deferral / active EE | $4,635 | $2,903+59.6% | $3,096+49.7% | $3,061+51.4% |
| Admin fee / account holder | $873 | $70+1153.5% | $3,139-72.2% | $95+823.6% |