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 | $43,838 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 200 E MAIN STREET, SUITE 700 · FORT WAYNE, IN 46802 | Accounting | $22,300 |
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 | $110,369 | $70,083+57.5% | $59,878+84.3% | $55,725+98.1% |
| Participation rate | 99.2% | 78.4%+20.8pp | 74.7%+24.5pp | 70.9%+28.3pp |
| Annual return | -1.88% | 3.13%-5.0pp | 3.46%-5.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $3,681 | $2,878+27.9% | $2,722+35.3% | $2,078+77.1% |
| Participant deferral / active EE | $4,876 | $3,079+58.4% | $3,402+43.3% | $3,356+45.3% |
| Admin fee / account holder | $203 | $70+188.8% | $3,590-94.3% | $115+76.3% |