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 | $569,709 |
Filed as: CBIZ INVESTMENT ADV SER LLC Service code 16 · EIN 81-3968784 | Consulting | $48,276 |
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 | $48,173 | $56,274-14.4% | $109,895-56.2% | $106,520-54.8% |
| Participation rate | 23.3% | 46.3%-23.0pp | 74.2%-51.0pp | 71.3%-48.1pp |
| Annual return | 15.53% | 27.85%-12.3pp | 29.45%-13.9pp | 19.28%-3.8pp |
| Employer contribution / active EE | $407 | $1,010-59.7% | $2,842-85.7% | $2,840-85.7% |
| Participant deferral / active EE | $827 | $1,973-58.1% | $4,048-79.6% | $4,948-83.3% |
| Admin fee / account holder | $84 | $57+47.8% | $6,066-98.6% | $75+13.2% |