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 GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,608 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,584 |
PENSION PLAN SPECIALISTS, PC6 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $6,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,373 | $34,934+101.4% | $56,411+24.8% | $74,495-5.5% |
| Participation rate | 51.9% | 32.8%+19.0pp | 52.5%-0.6pp | 67.2%-15.3pp |
| Annual return | 11.65% | 25.94%-14.3pp | 1701.33%-1689.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $792 | $609+30.1% | $1,039-23.7% | $2,623-69.8% |
| Participant deferral / active EE | $2,262 | $1,170+93.3% | $1,952+15.9% | $4,346-47.9% |
| Admin fee / account holder | $335 | $2,364-85.8% | $2,829-88.2% | $1,942-82.8% |