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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.
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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 CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,850 |
IFA BENEFITS, LLC3 years Service code 27 1000 GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $13,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,517 | $77,314+176.2% | $177,989+20.0% | $80,856+164.1% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.6%+29.1pp |
| Annual return | 16.84% | 18.09%-1.3pp | 294.48%-277.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,964 | $2,292+29.3% | $3,949-24.9% | $2,755+7.6% |
| Participant deferral / active EE | $12,523 | $4,411+183.9% | $6,276+99.5% | $4,296+191.5% |
| Admin fee / account holder | $762 | $7,191-89.4% | $10,363-92.6% | $6,918-89.0% |