Filed August 19, 2025
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 ADVISORY SERVICES LLC Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $25,779 |
Service code 14 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Plan Administrator | $13,384 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,867 | $96,018+4.0% | $65,493+52.5% | $85,563+16.7% |
| Participation rate | 90.7% | 74.8%+15.9pp | 73.1%+17.6pp | 66.0%+24.7pp |
| Annual return | 10.10% | 14.51%-4.4pp | 982.45%-972.3pp | 31.51%-21.4pp |
| Employer contribution / active EE | $2,538 | $3,235-21.5% | $2,574-1.4% | $2,654-4.4% |
| Participant deferral / active EE | $4,215 | $4,055+3.9% | $3,961+6.4% | $4,375-3.7% |
| Admin fee / account holder | $41 | $271-85.0% | $5,028-99.2% | $834-95.1% |