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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 SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $21,080 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $5,395 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0194708 | Advisory (Participants) | $0 |
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 | $28,833 | $45,031-36.0% | $84,966-66.1% | $77,643-62.9% |
| Participation rate | 99.4% | 48.7%+50.7pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 10.32% | 79.22%-68.9pp | 66.38%-56.1pp | 31.24%-20.9pp |
| Employer contribution / active EE | $4,784 | $1,609+197.3% | $2,727+75.4% | $2,726+75.5% |
| Participant deferral / active EE | $987 | $2,807-64.8% | $4,519-78.2% | $4,647-78.8% |
| Admin fee / account holder | $84 | $912-90.8% | $6,149-98.6% | $430-80.4% |