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 SERVICES3+ years Filed as: CBIZ, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,624 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY & NAVOTNY, LLC Service code 10 · EIN 34-0677006 | Accounting | $20,900 |
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 | $141,398 | $70,083+101.8% | $59,878+136.1% | $55,725+153.7% |
| Participation rate | 89.3% | 78.4%+11.0pp | 74.7%+14.6pp | 70.9%+18.5pp |
| Annual return | 9.74% | 3.13%+6.6pp | 3.46%+6.3pp | 244.93%-235.2pp |
| Employer contribution / active EE | $4,819 | $2,878+67.4% | $2,722+77.1% | $2,078+131.9% |
| Participant deferral / active EE | $2,805 | $3,079-8.9% | $3,402-17.5% | $3,356-16.4% |
| Admin fee / account holder | $41 | $70-41.2% | $3,590-98.8% | $115-64.1% |