See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $452,677 |
BENEFIT TRUST COMPANY8+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $152,903 |
RIVERBRIDGE PARTNERS3 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $120,460 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $83,307 |
Filed as: COPELAND Service code 51 · EIN 20-3145515 | Investment Mgmt Fees | $68,185 |
Filed as: JOHN HANCOCK Service code 19 · EIN 04-1414660 | Securities Custodian | $18,912 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -2.40% | -17.19%+14.8pp | 179.55%-182.0pp | 2.77%-5.2pp |
| Employer contribution / active EE | $18,346 | $23,110-20.6% | $24,917-26.4% | $15,262+20.2% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |