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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.
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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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $43,348 |
Service code 27 150 STATE ST SUITE 200 · ROCHESTER, NY 14614 | Advisory (Plan) | $3,217 |
AMERICAN FUNDS4 years Filed as: MID ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,892 | $101,317+72.6% | $146,958+19.0% | $74,495+134.8% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 10.91% | 8730.91%-8720.0pp | 418.34%-407.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $10,567 | $3,810+177.3% | $4,933+114.2% | $2,623+302.9% |
| Participant deferral / active EE | $8,952 | $7,303+22.6% | $8,070+10.9% | $4,346+106.0% |
| Admin fee / account holder | $367 | $1,739-78.9% | $12,998-97.2% | $1,942-81.1% |