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: KRUGLIAK, WILKINS, GRIFFITHS & DOU Service code 29 · EIN 34-1295659 P.O. BOX 36963 · CANTON, OH 447356963 | Legal | $12,954 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $12,090 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,309 | $102,553+229.9% | $151,611+123.1% | $66,914+405.6% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | 15.53% | -10.82%+26.3pp | 3.33%+12.2pp | 1.58%+13.9pp |
| Employer contribution / active EE | $5,293 | $4,180+26.6% | $6,166-14.2% | $2,544+108.0% |
| Participant deferral / active EE | $6,277 | $6,641-5.5% | $8,363-24.9% | $4,237+48.2% |
| Admin fee / account holder | $83 | $630-86.8% | $11,616-99.3% | $593-86.0% |