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 | $75,179 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $34,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,311 | $51,045+139.6% | $70,515+73.5% | $71,457+71.2% |
| Participation rate | 94.6% | 59.4%+35.2pp | 68.3%+26.3pp | 67.9%+26.7pp |
| Annual return | 18.66% | 42.63%-24.0pp | 32.77%-14.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $5,144 | $1,790+187.3% | $2,973+73.0% | $2,588+98.8% |
| Participant deferral / active EE | $7,278 | $3,026+140.5% | $4,567+59.4% | $4,289+69.7% |
| Admin fee / account holder | $429 | $1,994-78.5% | $6,412-93.3% | $1,587-73.0% |