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) | $31,713 |
COHEN & COMPANY1 year Filed as: COHEN & COMPANY, LTD Service code 10 · EIN 34-1912961 3500 EMBASSY PKWY · AKRON, OH 44333 | Accounting | $18,500 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $16,436 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,919 |
Filed as: CBIZ BENEFITS & INS SERVICES, INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $7,500 |
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 | $39,157 | $71,142-45.0% | $119,609-67.3% | $64,808-39.6% |
| Participation rate | 89.2% | 78.6%+10.6pp | 79.3%+9.9pp | 71.5%+17.7pp |
| Annual return | -13.77% | -10.01%-3.8pp | -14.97%+1.2pp | 32.82%-46.6pp |
| Employer contribution / active EE | $1,500 | $2,497-39.9% | $4,232-64.6% | $2,506-40.1% |
| Participant deferral / active EE | $3,838 | $4,490-14.5% | $5,602-31.5% | $4,310-11.0% |
| Admin fee / account holder | $173 | $162+6.8% | $10,323-98.3% | $188-7.8% |