Filed May 22, 2020 (most recent of 4 filings on file)
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 27 · EIN 81-3968784 | Advisory (Plan) | $33,905 |
MALONEY & NOVOTNY LLC5 years Service code 10 · EIN 34-0677006 | Accounting | $16,700 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $167,683 | $96,018+74.6% | $65,493+156.0% | $85,563+96.0% |
| Participation rate | 88.4% | 74.8%+13.6pp | 73.1%+15.3pp | 66.0%+22.5pp |
| Annual return | 10.74% | 14.51%-3.8pp | 982.45%-971.7pp | 31.51%-20.8pp |
| Employer contribution / active EE | $3,529 | $3,235+9.1% | $2,574+37.1% | $2,654+33.0% |
| Participant deferral / active EE | $3,154 | $4,055-22.2% | $3,961-20.4% | $4,375-27.9% |
| Admin fee / account holder | $55 | $271-79.9% | $5,028-98.9% | $834-93.5% |