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 | $20,417 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $11,592 |
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 | $374,000 | $130,194+187.3% | $169,993+120.0% | $71,457+423.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 28.50% | 20.37%+8.1pp | 53.37%-24.9pp | 28.85%-0.3pp |
| Employer contribution / active EE | $5,244 | $4,381+19.7% | $6,785-22.7% | $2,588+102.7% |
| Participant deferral / active EE | $6,440 | $6,923-7.0% | $10,408-38.1% | $4,289+50.2% |
| Admin fee / account holder | $108 | $966-88.9% | $12,815-99.2% | $1,587-93.2% |