Filed December 11, 2019
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 10-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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $152,632 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $8,000 |
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 | $144,692 | $110,699+30.7% | $177,821-18.6% | $90,288+60.3% |
| Participation rate | 99.2% | 88.3%+10.9pp | 87.7%+11.5pp | 73.4%+25.9pp |
| Annual return | 14.69% | 22.79%-8.1pp | 48.32%-33.6pp | 53.97%-39.3pp |
| Employer contribution / active EE | $3,475 | $4,118-15.6% | $5,918-41.3% | $2,524+37.7% |
| Participant deferral / active EE | $10,695 | $6,731+58.9% | $7,714+38.6% | $4,232+152.7% |
| Admin fee / account holder | $87 | $90-3.1% | $12,427-99.3% | $114-23.5% |