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 7-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 64 · EIN 71-0294708 | Recordkeeping Fees | $16,586 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 99 | Other Fees | $13,313 |
Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,081 | $50,666-32.7% | $76,817-55.6% | $65,185-47.7% |
| Participation rate | 73.6% | 68.8%+4.7pp | 72.1%+1.5pp | 70.2%+3.4pp |
| Annual return | 22.56% | 28.51%-6.0pp | 1166.11%-1143.5pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,658 | $1,575+5.3% | $2,302-28.0% | $2,177-23.8% |
| Participant deferral / active EE | $3,390 | $2,647+28.1% | $3,336+1.6% | $3,514-3.5% |
| Admin fee / account holder | $108 | $463-76.6% | $6,420-98.3% | $847-87.2% |