Filed January 16, 2015
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 |
|---|---|---|
THE PFE GROUP2+ years Service code 16 · EIN 71-1036677 | Consulting | $110,386 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ TOFIAS Service code 10 · EIN 22-2769024 | Accounting | $31,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$186,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,819 | $85,635+11.9% | $123,892-22.7% | $63,975+49.8% |
| Participation rate | 96.6% | 74.9%+21.6pp | 81.4%+15.1pp | 71.1%+25.4pp |
| Annual return | 11.09% | 15.74%-4.7pp | 47.52%-36.4pp | 48.65%-37.6pp |
| Employer contribution / active EE | $4,479 | $3,076+45.6% | $4,617-3.0% | $2,182+105.3% |
| Participant deferral / active EE | $12,675 | $5,667+123.7% | $5,984+111.8% | $3,356+277.6% |
| Admin fee / account holder | -$14 | $75-118.6% | $8,357-100.2% | $70-119.8% |