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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 RESEARCH INVESTMENT AD Service code 99 · EIN 20-1665305 | Other Fees | $14,788 |
NOVA 401(K) ASSOCIATES10+ years Service code 49 10777 NORTHWEST FWY · HOUSTON, TX 77092 | Other Services | $4,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,110 | $79,171-21.5% | $102,423-39.4% | $74,495-16.6% |
| Participation rate | 80.1% | 74.8%+5.3pp | 76.5%+3.6pp | 67.2%+12.9pp |
| Annual return | 10.69% | 54.93%-44.2pp | 29.32%-18.6pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,951 | $2,362-17.4% | $3,023-35.5% | $2,623-25.6% |
| Participant deferral / active EE | $3,091 | $4,415-30.0% | $5,053-38.8% | $4,346-28.9% |
| Admin fee / account holder | $142 | $2,001-92.9% | $9,451-98.5% | $1,942-92.7% |