Filed March 4, 2015
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 INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,246 | $50,982-25.0% | $154,803-75.3% | $85,563-55.3% |
| Participation rate | 84.1% | 59.8%+24.3pp | 78.1%+6.0pp | 66.0%+18.1pp |
| Annual return | 14.42% | 30.35%-15.9pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $766 | $1,708-55.2% | $4,305-82.2% | $2,654-71.1% |
| Participant deferral / active EE | $2,601 | $2,474+5.1% | $5,540-53.1% | $4,375-40.6% |
| Admin fee / account holder | $163 | $846-80.7% | $14,329-98.9% | $834-80.4% |