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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 17 · EIN 52-1396995 6050 OAK TREE BOULEVARD 500 · CLEVELAND, OH 441316951 | Pension Consulting | $27,000 |
SCHNEIDER DOWNS & CO., INC.3+ years Service code 10 · EIN 25-1408703 ONE PPG PL STE 1700 · PITTSBURGH, PA 152225416 | Accounting | $23,398 |
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 | $123,512 | $74,552+65.7% | $62,995+96.1% | $69,631+77.4% |
| Participation rate | 98.8% | 78.3%+20.5pp | 74.8%+24.0pp | 70.7%+28.1pp |
| Annual return | 14.77% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $4,647 | $2,929+58.6% | $2,759+68.4% | $2,032+128.7% |
| Participant deferral / active EE | $4,073 | $2,974+36.9% | $3,329+22.3% | $3,224+26.4% |
| Admin fee / account holder | $87 | $59+46.6% | $3,600-97.6% | $110-21.1% |