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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 15 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52256 | Recordkeeping | $30,084 |
Service code 15 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $19,644 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES STREET · OMAHA, NE 68130 | Recordkeeping | $16,130 |
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 | $64,420 | $89,652-28.1% | $141,162-54.4% | $65,185-1.2% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.5%+3.6pp | 70.2%+15.8pp |
| Annual return | 19.91% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,626 | $3,065-46.9% | $4,735-65.7% | $2,177-25.3% |
| Participant deferral / active EE | $3,250 | $5,691-42.9% | $6,709-51.6% | $3,514-7.5% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |