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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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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $4,697 |
PETER CHANG ENTERPRISES, INC.1+ years Filed as: PETER GIALAMES ASSOCIATES INC. Service code 13 PO BOX 112637 · PITTSBURGH, PA 15241 | Contract Administrator | $2,245 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
THE INVESTMENT CENTER INC1+ years Service code 55 1420 US HWY # 206 · BEDMINSTER, NJ 07921 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,534 | $45,283-50.2% | $155,790-85.5% | $52,331-56.9% |
| Participation rate | 77.7% | 62.2%+15.5pp | 76.1%+1.6pp | 68.1%+9.6pp |
| Annual return | -2.26% | 1.80%-4.1pp | 71.54%-73.8pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,427 | $1,329+7.4% | $3,836-62.8% | $1,882-24.2% |
| Participant deferral / active EE | $2,107 | $2,854-26.2% | $4,797-56.1% | $3,022-30.3% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-99.9% |