Filed November 14, 2017
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 FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 PO BOX 643792 · CINCINNATI, OH 452643792 | Other Fees | $25,015 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 200 E MAIN STREET, SUITE 700 · FORT WAYNE, IN 46802 | Accounting | $17,500 |
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 | $126,583 | $74,552+69.8% | $62,995+100.9% | $69,631+81.8% |
| Participation rate | 99.0% | 78.3%+20.8pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 14.33% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $3,691 | $2,929+26.0% | $2,759+33.8% | $2,032+81.6% |
| Participant deferral / active EE | $4,594 | $2,974+54.5% | $3,329+38.0% | $3,224+42.5% |
| Admin fee / account holder | $207 | $59+248.4% | $3,600-94.3% | $110+87.4% |