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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $27,127 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $26,104 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INS Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $12,942 |
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 | $71,930 | $99,957-28.0% | $149,696-51.9% | $73,488-2.1% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 15.56% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,917 | $3,191-39.9% | $4,644-58.7% | $2,270-15.6% |
| Participant deferral / active EE | $4,192 | $6,073-31.0% | $6,842-38.7% | $3,740+12.1% |
| Admin fee / account holder | $298 | $551-45.9% | $9,309-96.8% | $513-41.9% |