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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.
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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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 | Other Fees | $29,698 |
Filed as: CAMBRIDGE INVESTMENT GROUP INC Service code 99 · EIN 39-1897480 | Other Fees | $6,293 |
TAG RESOURCES, LLC3 years Filed as: TAG ADVISORS Service code 99 | Other Fees | $6,252 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 99 · EIN 20-1665305 | Other Fees | $0 |
ROSSBY FINANCIAL, LLC1 year Service code 99 · EIN 92-1381453 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,689 | $122,239-67.5% | $184,203-78.5% | $74,495-46.7% |
| Participation rate | 36.4% | 85.5%-49.1pp | 86.8%-50.5pp | 67.2%-30.8pp |
| Annual return | -75.94% | 19.95%-95.9pp | 28.81%-104.7pp | 1364.94%-1440.9pp |
| Employer contribution / active EE | $3,199 | $4,537-29.5% | $6,427-50.2% | $2,623+22.0% |
| Participant deferral / active EE | $7,086 | $7,139-0.7% | $9,131-22.4% | $4,346+63.1% |
| Admin fee / account holder | $1,905 | $1,260+51.3% | $13,901-86.3% | $1,942-1.9% |