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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 27 · EIN 20-1665305 | Advisory (Plan) | $55,708 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN INVESTMENT HOLDINGS LLC Service code 64 · EIN 71-0930745 | Recordkeeping Fees | $5,350 |
PBMARES, LLP1 year Service code 13 · EIN 54-0737372 | Contract Administrator | $4,392 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,040 | $61,156+55.4% | $185,823-48.9% | $79,386+19.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 10.48% | 19.45%-9.0pp | 122.05%-111.6pp | 116.85%-106.4pp |
| Employer contribution / active EE | $4,317 | $2,321+86.0% | $5,167-16.5% | $2,427+77.8% |
| Participant deferral / active EE | $3,527 | $2,789+26.5% | $5,568-36.7% | $4,046-12.8% |
| Admin fee / account holder | $241 | $710-66.1% | $16,237-98.5% | $626-61.6% |