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 |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $399,775 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: FIFTH THIRD BANK Service code 25 · EIN 31-0676865 | Directed Trustee | $213,210 |
HARDING, SHYMANSKI & COMPANY, PSC11+ years Filed as: HARDING, SHYMANSKI & CO. Service code 10 · EIN 35-1346211 | Accounting | $30,000 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 4.31% | 10.71%-6.4pp | 8.39%-4.1pp | 10.71%-6.4pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $20,497-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $16-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |