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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 |
|---|---|---|
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $81,375 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 17 · EIN 81-3968784 | Pension Consulting | $67,722 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,356 |
ICE MILLER LLP2 years Service code 29 · EIN 35-0874357 | Legal | $22,386 |
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 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 | $105,493 | $91,762+15.0% | $67,502+56.3% | $77,643+35.9% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 10.79% | 14.87%-4.1pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $3,578 | $3,181+12.5% | $2,731+31.0% | $2,726+31.3% |
| Participant deferral / active EE | $2,828 | $3,903-27.5% | $4,000-29.3% | $4,647-39.1% |
| Admin fee / account holder | $128 | $176-27.4% | $3,998-96.8% | $430-70.3% |