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: EMPOWER ANNUITY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,102 |
CBIZ RETIREMENT PLAN SERVICES11+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD S, SUITE 500 · INDEPENDENCE, OH 44131 | Advisory (Plan) | $48,910 |
COHEN & COMPANY6 years Service code 10 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $15,000 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,798 | $96,484-21.4% | $156,263-51.5% | $74,304+2.0% |
| Participation rate | 98.4% | 67.7%+30.7pp | 78.9%+19.5pp | 60.3%+38.0pp |
| Annual return | 14.35% | 17.73%-3.4pp | 59.47%-45.1pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,404 | $2,528-44.5% | $4,333-67.6% | $2,241-37.4% |
| Participant deferral / active EE | $5,848 | $4,286+36.4% | $6,158-5.0% | $3,767+55.2% |
| Admin fee / account holder | $431 | $3,728-88.4% | $14,255-97.0% | $2,969-85.5% |