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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $28,405 |
MALONEY & NOVOTNY LLC2 years Service code 10 · EIN 34-0677006 | Accounting | $14,400 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,363 |
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 | $139,664 | $79,124+76.5% | $60,874+129.4% | $64,808+115.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 73.1%+11.5pp | 71.5%+13.2pp |
| Annual return | -7.66% | -7.13%-0.5pp | 16.90%-24.6pp | 32.82%-40.5pp |
| Employer contribution / active EE | $3,388 | $3,050+11.1% | $2,701+25.4% | $2,506+35.2% |
| Participant deferral / active EE | $2,822 | $3,725-24.2% | $3,817-26.1% | $4,310-34.5% |
| Admin fee / account holder | $38 | $106-63.7% | $3,224-98.8% | $188-79.6% |