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 |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 30 SPEEN STREET · FRAMINGHAM, MA 01701 | Actuarial | $37,150 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 27 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Advisory (Plan) | $28,591 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Actuarial | $14,416 |
WEINLANDER FITZHUGH, P.C.9+ years Service code 10 · EIN 38-2272300 1600 CENTER AVENUE · BAY CITY, MI 48708 | Accounting | $7,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 5.76% | 3.51%+2.2pp | 5.17%+0.6pp | 13.05%-7.3pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |