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 9-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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $70,967 |
COHEN & COMPANY3 years Filed as: COHEN & COMPANY, LTD Service code 10 · EIN 34-1912961 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $19,000 |
Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $11,025 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $8 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,883 | $89,436-40.9% | $164,813-67.9% | $77,643-31.9% |
| Participation rate | 85.5% | 78.6%+6.9pp | 78.6%+6.9pp | 70.6%+15.0pp |
| Annual return | 13.79% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,534 | $2,569-40.3% | $4,341-64.7% | $2,726-43.7% |
| Participant deferral / active EE | $3,970 | $4,897-18.9% | $6,031-34.2% | $4,647-14.6% |
| Admin fee / account holder | $215 | $339-36.5% | $12,690-98.3% | $430-49.9% |