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 MHM, LLC Service code 49 · EIN 34-1883473 | Other Services | $14,246 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $2,116 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
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 | $101,170 | $80,753+25.3% | $136,294-25.8% | $62,292+62.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.50% | 35.83%-18.3pp | 5155.94%-5138.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $840 | $2,884-70.9% | $4,695-82.1% | $2,042-58.9% |
| Participant deferral / active EE | $9,512 | $5,164+84.2% | $6,247+52.3% | $3,169+200.2% |
| Admin fee / account holder | $52 | $525-90.2% | $9,243-99.4% | $479-89.2% |