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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.
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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 - INR Service code 27 · EIN 31-1582098 | Advisory (Plan) | $37,697 |
ASPIRE FINANCIAL SERVICES2 years Service code 64 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping Fees | $35,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,642 | $52,293-33.8% | $178,490-80.6% | $73,409-52.8% |
| Participation rate | 67.4% | 65.3%+2.1pp | 81.9%-14.5pp | 72.2%-4.7pp |
| Annual return | 16.08% | 34.75%-18.7pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $844 | $1,735-51.3% | $5,011-83.1% | $2,234-62.2% |
| Participant deferral / active EE | $1,352 | $2,332-42.0% | $5,202-74.0% | $3,805-64.5% |
| Admin fee / account holder | $178 | $127+40.1% | $13,984-98.7% | $158+13.0% |