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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,831 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $7,315 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,355 | $79,171-62.9% | $102,423-71.3% | $74,495-60.6% |
| Participation rate | 79.2% | 74.8%+4.4pp | 76.5%+2.7pp | 67.2%+12.0pp |
| Annual return | 7.65% | 54.93%-47.3pp | 29.32%-21.7pp | 1364.94%-1357.3pp |
| Employer contribution / active EE | $1,361 | $2,362-42.4% | $3,023-55.0% | $2,623-48.1% |
| Participant deferral / active EE | $3,043 | $4,415-31.1% | $5,053-39.8% | $4,346-30.0% |
| Admin fee / account holder | $156 | $2,001-92.2% | $9,451-98.4% | $1,942-92.0% |