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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $17,616 |
MGKS3 years Service code 15 · EIN 86-1001235 6530 N 16TH STREET · PHOENIX, AZ 85016 | Recordkeeping | $10,806 |
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $7,954 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 DBA CBIZ RETIREMENT PLAN ADVISOR · CINCINNATI, OH 45264 | Other Fees | $3,356 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,933 | $58,879-64.4% | $178,490-88.3% | $73,488-71.5% |
| Participation rate | 77.1% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.4pp |
| Annual return | 15.77% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,298 | $2,236-42.0% | $5,011-74.1% | $2,270-42.8% |
| Participant deferral / active EE | $3,163 | $2,567+23.2% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $63 | $400-84.2% | $13,984-99.5% | $513-87.6% |