Filed March 10, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 8-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 FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Other Fees | $6,773 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Advisory (Participants) | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,049 | $79,124-12.7% | $60,874+13.4% | $64,808+6.5% |
| Participation rate | 95.4% | 77.7%+17.6pp | 73.1%+22.2pp | 71.5%+23.9pp |
| Annual return | -11.23% | -7.13%-4.1pp | 16.90%-28.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $3,030 | $3,050-0.7% | $2,701+12.2% | $2,506+20.9% |
| Participant deferral / active EE | $4,427 | $3,725+18.8% | $3,817+16.0% | $4,310+2.7% |
| Admin fee / account holder | $9 | $106-91.9% | $3,224-99.7% | $188-95.5% |