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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,224 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,329 | $60,124+18.6% | $90,404-21.1% | $79,858-10.7% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.1pp |
| Annual return | 5.95% | 71.94%-66.0pp | 1293.02%-1287.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,244 | $2,068-39.8% | $3,262-61.9% | $2,471-49.6% |
| Participant deferral / active EE | $3,246 | $2,938+10.5% | $3,963-18.1% | $3,740-13.2% |
| Admin fee / account holder | $318 | $3,976-92.0% | $5,611-94.3% | $5,306-94.0% |