Filed February 25, 2016
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: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $5,128 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,746 | $74,552+17.7% | $62,995+39.3% | $69,631+26.0% |
| Participation rate | 99.4% | 78.3%+21.1pp | 74.8%+24.6pp | 70.7%+28.7pp |
| Annual return | 17.76% | 15.77%+2.0pp | 87.57%-69.8pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $4,752 | $2,929+62.2% | $2,759+72.2% | $2,032+133.8% |
| Participant deferral / active EE | $4,347 | $2,974+46.2% | $3,329+30.6% | $3,224+34.9% |
| Admin fee / account holder | $3 | $59-94.3% | $3,600-99.9% | $110-96.9% |