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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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $22,511 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,730 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $544 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,336 | $42,886-15.3% | $88,946-59.1% | $85,563-57.5% |
| Participation rate | 97.1% | 37.9%+59.1pp | 68.8%+28.2pp | 66.0%+31.1pp |
| Annual return | 5.68% | 44.56%-38.9pp | 57.82%-52.1pp | 31.51%-25.8pp |
| Employer contribution / active EE | $4,313 | $1,147+276.1% | $2,555+68.8% | $2,654+62.6% |
| Participant deferral / active EE | $1,019 | $2,108-51.7% | $4,581-77.8% | $4,375-76.7% |
| Admin fee / account holder | $152 | $2,263-93.3% | $8,261-98.2% | $834-81.8% |