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 | $109,659+16.1% | $62,929+102.3% | $103,975+22.4% |
| Participation rate | 95.9% | 71.6%+24.3pp | 73.1%+22.8pp | 72.5%+23.3pp |
| Annual return | 13.99% | 15.88%-1.9pp | 1063.93%-1049.9pp | 19.41%-5.4pp |
| Employer contribution / active EE | $5,187 | $3,440+50.8% | $2,505+107.1% | $3,722+39.4% |
| Participant deferral / active EE | $5,285 | $4,009+31.9% | $3,888+35.9% | $5,343-1.1% |
| Admin fee / account holder | $143 | $130+9.8% | $5,065-97.2% | $332-56.9% |