Filed August 3, 2017 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $492,519 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $47,527 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,375 | $64,975-17.9% | $97,226-45.1% | $106,382-49.8% |
| Participation rate | 15.6% | 45.4%-29.8pp | 72.7%-57.1pp | 69.9%-54.3pp |
| Annual return | 13.38% | 15.21%-1.8pp | 75.13%-61.8pp | 17.37%-4.0pp |
| Employer contribution / active EE | $361 | $1,126-68.0% | $2,729-86.8% | $3,364-89.3% |
| Participant deferral / active EE | $881 | $2,466-64.3% | $4,264-79.3% | $5,569-84.2% |
| Admin fee / account holder | $97 | $69+41.5% | $5,654-98.3% | $79+22.4% |