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 BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $36,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,611 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $30,348 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,848 | $80,724-22.1% | $103,333-39.2% | $74,495-15.6% |
| Participation rate | 91.0% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.8pp |
| Annual return | 10.90% | 27.56%-16.7pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,101 | $3,157-33.5% | $3,868-45.7% | $2,623-19.9% |
| Participant deferral / active EE | $3,404 | $3,860-11.8% | $5,057-32.7% | $4,346-21.7% |
| Admin fee / account holder | $724 | $2,368-69.4% | $8,355-91.3% | $1,942-62.7% |