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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 INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968744 5959 ROCKSIDE WOODS BLVD NORTH · CLEVELAND, OH 44131 | Advisory (Participants) | $19,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,335 | $62,127-6.1% | $81,382-28.3% | $74,495-21.7% |
| Participation rate | 74.1% | 64.0%+10.0pp | 69.5%+4.6pp | 67.2%+6.9pp |
| Annual return | 11.10% | 16.48%-5.4pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $648 | $1,882-65.6% | $2,463-73.7% | $2,623-75.3% |
| Participant deferral / active EE | $2,790 | $3,229-13.6% | $3,883-28.1% | $4,346-35.8% |
| Admin fee / account holder | $263 | $1,934-86.4% | $5,768-95.4% | $1,942-86.5% |