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 GROUP Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $21,121 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,500 |
DUNCAN ACCOUNTING & TAX SERVICES5+ years Service code 12 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Claims processing; Account maintenanc... | $7,048 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 33 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other commissions; Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,405 | $65,376+38.3% | $87,100+3.8% | $65,185+38.7% |
| Participation rate | 93.3% | 75.3%+18.0pp | 76.9%+16.5pp | 70.2%+23.1pp |
| Annual return | 25.46% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,724 | $1,822-5.4% | $2,521-31.6% | $2,177-20.8% |
| Participant deferral / active EE | $4,742 | $3,388+40.0% | $4,049+17.1% | $3,514+35.0% |
| Admin fee / account holder | $259 | $520-50.3% | $7,497-96.6% | $847-69.5% |