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 6-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 |
|---|---|---|
Filed as: CIBC PRIVATE WEALTH ADVISORS INC Service code 26 · EIN 20-0822261 3290 NORTHSIDE PARKWAY · ATLANTA, GA 30327 | Advisory (Participants) | $11,822 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,521 | $73,867-12.7% | $143,757-55.1% | $68,494-5.8% |
| Participation rate | 74.2% | 66.7%+7.6pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -16.97% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,166 | $3,184-0.6% | $4,951-36.1% | $2,596+21.9% |
| Participant deferral / active EE | $3,444 | $3,384+1.7% | $5,637-38.9% | $4,027-14.5% |
| Admin fee / account holder | $124 | $5,755-97.9% | $14,673-99.2% | $5,403-97.7% |