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 |
|---|---|---|
Service code 23 · EIN 53-0181291 | Insurance services | $686,935 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $222,467 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $89,909 |
Filed as: TAFT STETTINIUS &HOLLISTER LLP Service code 29 · EIN 31-0541755 | Legal | $60,247 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $30,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 13 · EIN 82-3967259 | Contract Administrator | $17,903 |
AGILIS PARTNERS LLC1 year Service code 10 · EIN 04-3513306 | Accounting | $11,000 |
ALTA TRUST1 year Filed as: ALTA TRUST COMPANY Service code 27 · EIN 26-1505234 | Advisory (Plan) | $6,875 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 56.67% | 8.45%+48.2pp | 8.39%+48.3pp | 13.91%+42.8pp |
| Employer contribution / active EE | $0 | $25,911-100.0% | $20,497-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |