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 | $8,214 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $5,440 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $375 |
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 | $80,196 | $113,293-29.2% | $67,502+18.8% | $199,593-59.8% |
| Participation rate | 46.9% | 73.3%-26.4pp | 72.9%-26.0pp | 72.0%-25.1pp |
| Annual return | 11.98% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $1,492 | $3,401-56.1% | $2,731-45.4% | $3,034-50.8% |
| Participant deferral / active EE | $2,177 | $4,159-47.7% | $4,000-45.6% | $5,087-57.2% |
| Admin fee / account holder | $10 | $103-89.8% | $3,998-99.7% | $269-96.1% |