Filed February 25, 2016
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $200,631 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $67,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,293 | $115,444+10.3% | $65,493+94.4% | $102,872+23.7% |
| Participation rate | 95.9% | 71.2%+24.7pp | 73.1%+22.8pp | 73.0%+22.8pp |
| Annual return | 13.99% | 15.94%-1.9pp | 982.45%-968.5pp | 19.06%-5.1pp |
| Employer contribution / active EE | $5,187 | $3,409+52.2% | $2,574+101.5% | $3,526+47.1% |
| Participant deferral / active EE | $5,285 | $4,118+28.3% | $3,961+33.4% | $5,535-4.5% |
| Admin fee / account holder | $143 | $123+16.4% | $5,028-97.2% | $292-51.0% |