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 | $552,196 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 16 · EIN 81-3968784 | Consulting | $47,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,101 | $49,890-11.6% | $104,607-57.8% | $106,222-58.5% |
| Participation rate | 21.5% | 45.0%-23.5pp | 74.1%-52.6pp | 70.8%-49.3pp |
| Annual return | 17.19% | 18.07%-0.9pp | 340.46%-323.3pp | 21.69%-4.5pp |
| Employer contribution / active EE | $348 | $809-57.0% | $2,681-87.0% | $2,723-87.2% |
| Participant deferral / active EE | $683 | $1,699-59.8% | $3,740-81.7% | $4,600-85.2% |
| Admin fee / account holder | $82 | $56+46.4% | $6,473-98.7% | $78+5.1% |