Filed May 22, 2020 (most recent of 4 filings on file)
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $20,451 |
MALONEY & NOVOTNY LLC1+ years Filed as: MALONEY AND NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,360 |
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 | $122,369 | $68,408+78.9% | $57,179+114.0% | $57,658+112.2% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.3%+13.6pp | 70.2%+18.7pp |
| Annual return | 1.04% | 8.51%-7.5pp | 14.59%-13.5pp | 5.13%-4.1pp |
| Employer contribution / active EE | $4,928 | $2,869+71.8% | $2,682+83.7% | $1,974+149.7% |
| Participant deferral / active EE | $2,686 | $2,903-7.5% | $3,096-13.2% | $3,061-12.2% |
| Admin fee / account holder | $31 | $70-55.4% | $3,139-99.0% | $95-67.1% |