Filed November 14, 2017
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: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $38,961 |
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $24,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,267 | $94,833+50.0% | $75,696+87.9% | $86,799+63.9% |
| Participation rate | 95.4% | 79.1%+16.2pp | 74.8%+20.5pp | 72.3%+23.1pp |
| Annual return | 12.61% | 16.91%-4.3pp | 104.53%-91.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $2,525 | $2,904-13.1% | $2,743-7.9% | $2,405+5.0% |
| Participant deferral / active EE | $4,719 | $3,632+29.9% | $3,821+23.5% | $4,131+14.2% |
| Admin fee / account holder | $186 | $109+71.6% | $3,619-94.9% | $170+9.9% |