Filed January 18, 2022
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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,904 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $12,208 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,718 | $50,982-61.3% | $154,803-87.3% | $85,563-77.0% |
| Participation rate | 52.1% | 59.8%-7.7pp | 78.1%-25.9pp | 66.0%-13.8pp |
| Annual return | 76.83% | 30.35%+46.5pp | 58.88%+17.9pp | 31.51%+45.3pp |
| Employer contribution / active EE | $376 | $1,708-78.0% | $4,305-91.3% | $2,654-85.8% |
| Participant deferral / active EE | $1,229 | $2,474-50.3% | $5,540-77.8% | $4,375-71.9% |
| Admin fee / account holder | $149 | $846-82.3% | $14,329-99.0% | $834-82.1% |