Filed September 12, 2022 (most recent of 2 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 SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $122,825 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,774 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $22,275 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 50 · EIN 41-0973005 | Direct Payment | $1,528 |
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 | $224,810 | $113,293+98.4% | $67,502+233.0% | $199,593+12.6% |
| Participation rate | 87.1% | 73.3%+13.8pp | 72.9%+14.2pp | 72.0%+15.1pp |
| Annual return | 11.25% | 15.88%-4.6pp | 3512.12%-3500.9pp | 34.25%-23.0pp |
| Employer contribution / active EE | $5,253 | $3,401+54.5% | $2,731+92.4% | $3,034+73.1% |
| Participant deferral / active EE | $4,757 | $4,159+14.4% | $4,000+18.9% | $5,087-6.5% |
| Admin fee / account holder | $97 | $103-5.5% | $3,998-97.6% | $269-63.9% |