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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $170,900 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,340 |
Filed as: BENESCH Service code 29 · EIN 34-6596918 | Legal | $25,194 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,097 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,865 | $148,970-60.5% | $136,007-56.7% | $199,593-70.5% |
| Participation rate | 86.2% | 79.4%+6.8pp | 76.5%+9.7pp | 72.0%+14.2pp |
| Annual return | 15.94% | 27.07%-11.1pp | 579.32%-563.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,070 | $3,561-41.9% | $4,217-50.9% | $3,034-31.8% |
| Participant deferral / active EE | $5,194 | $6,140-15.4% | $7,025-26.1% | $5,087+2.1% |
| Admin fee / account holder | $88 | $144-38.7% | $6,858-98.7% | $269-67.2% |