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 INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $11,235 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Other Fees | $7,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,465 | $105,179-27.3% | $64,056+19.4% | $80,160-4.6% |
| Participation rate | 47.7% | 73.5%-25.8pp | 72.3%-24.6pp | 72.9%-25.2pp |
| Annual return | 14.66% | 20.34%-5.7pp | 33.69%-19.0pp | 40.38%-25.7pp |
| Employer contribution / active EE | $1,456 | $3,311-56.0% | $2,747-47.0% | $2,978-51.1% |
| Participant deferral / active EE | $2,131 | $4,020-47.0% | $3,880-45.1% | $5,017-57.5% |
| Admin fee / account holder | $14 | $113-87.2% | $3,068-99.5% | $145-90.0% |