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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,583 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $34,420 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,628 | $63,442+66.5% | $68,791+53.5% | $66,914+57.9% |
| Participation rate | 94.7% | 60.0%+34.7pp | 69.0%+25.6pp | 69.8%+24.9pp |
| Annual return | -17.94% | -8.29%-9.7pp | -6.38%-11.6pp | 1.58%-19.5pp |
| Employer contribution / active EE | $4,995 | $1,775+181.4% | $2,655+88.1% | $2,544+96.3% |
| Participant deferral / active EE | $6,966 | $2,945+136.6% | $3,941+76.8% | $4,237+64.4% |
| Admin fee / account holder | $401 | $577-30.5% | $4,932-91.9% | $593-32.4% |