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 | $87,480 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $38,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,712 | $54,517+141.6% | $75,972+73.4% | $74,495+76.8% |
| Participation rate | 97.5% | 60.3%+37.2pp | 69.1%+28.5pp | 67.2%+30.3pp |
| Annual return | 14.70% | 31.82%-17.1pp | 359.55%-344.8pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,303 | $1,777+142.1% | $2,685+60.3% | $2,623+64.1% |
| Participant deferral / active EE | $6,015 | $3,066+96.2% | $4,255+41.4% | $4,346+38.4% |
| Admin fee / account holder | $473 | $2,229-78.8% | $6,467-92.7% | $1,942-75.6% |