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 Service code 17 · EIN 81-3968784 | Pension Consulting | $77,837 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $43,998 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,243 |
ICE MILLER LLP1 year Service code 29 · EIN 35-0874357 | Legal | $30,188 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,019 | $83,884+21.6% | $64,056+59.3% | $74,419+37.1% |
| Participation rate | 99.2% | 76.6%+22.6pp | 72.3%+26.9pp | 70.7%+28.5pp |
| Annual return | 13.73% | 16.57%-2.8pp | 33.69%-20.0pp | 34.38%-20.6pp |
| Employer contribution / active EE | $3,439 | $3,084+11.5% | $2,747+25.2% | $2,637+30.4% |
| Participant deferral / active EE | $2,953 | $3,692-20.0% | $3,880-23.9% | $4,528-34.8% |
| Admin fee / account holder | $132 | $196-32.7% | $3,068-95.7% | $348-62.1% |