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 RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,104 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $28,402 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $161,805 | $70,002+131.1% | $115,037+40.7% | $52,331+209.2% |
| Participation rate | 80.8% | 72.1%+8.7pp | 81.4%-0.6pp | 68.1%+12.7pp |
| Annual return | 1.53% | 4.04%-2.5pp | 26.14%-24.6pp | 4.54%-3.0pp |
| Employer contribution / active EE | $4,865 | $2,715+79.2% | $4,608+5.6% | $1,882+158.5% |
| Participant deferral / active EE | $8,018 | $4,920+63.0% | $6,026+33.0% | $3,022+165.3% |
| Admin fee / account holder | $507 | $566-10.5% | $8,175-93.8% | $592-14.4% |