See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ SOMERSET Service code 99 · EIN 22-2000222 | Other Fees | $6,398 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $0 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,617 | $76,670-18.3% | $96,683-35.2% | $71,457-12.4% |
| Participation rate | 90.7% | 66.6%+24.1pp | 74.3%+16.3pp | 67.9%+22.8pp |
| Annual return | 18.57% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $5,754 | $3,031+89.8% | $3,737+54.0% | $2,588+122.4% |
| Participant deferral / active EE | $4,564 | $3,771+21.0% | $4,878-6.5% | $4,289+6.4% |
| Admin fee / account holder | $135 | $2,028-93.4% | $6,730-98.0% | $1,587-91.5% |