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 SERVICES4+ years Filed as: CBIZ, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $24,333 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY & NAVOTNY, LLC Service code 10 · EIN 34-0677006 | Accounting | $6,975 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $105 |
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 | $140,466 | $95,542+47.0% | $69,455+102.2% | $67,579+107.9% |
| Participation rate | 89.6% | 79.4%+10.2pp | 74.6%+15.0pp | 71.3%+18.3pp |
| Annual return | 4.95% | 17.67%-12.7pp | 28.97%-24.0pp | 378.56%-373.6pp |
| Employer contribution / active EE | $4,616 | $2,989+54.4% | $2,779+66.1% | $2,148+114.9% |
| Participant deferral / active EE | $2,836 | $3,263-13.1% | $3,535-19.8% | $3,539-19.9% |
| Admin fee / account holder | $28 | $90-68.6% | $3,839-99.3% | $142-80.2% |