See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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) | $55,189 |
AMERICAN FUNDS2 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,366 | $84,487+101.6% | $125,339+35.9% | $66,914+154.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.00% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $8,455 | $3,553+138.0% | $4,814+75.7% | $2,544+232.3% |
| Participant deferral / active EE | $8,104 | $6,781+19.5% | $7,446+8.8% | $4,237+91.3% |
| Admin fee / account holder | $456 | $685-33.4% | $10,010-95.4% | $593-23.1% |