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 |
|---|---|---|
Service code 21 · EIN 52-1380770 | Bank Trustee | $354,641 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INS SVCS OF MD Service code 11 · EIN 31-1582098 | Actuarial | $44,180 |
Filed as: SEK CPA'S & ADVISORS Service code 10 · EIN 52-0783935 | Accounting | $11,422 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 13.80% | 71.39%-57.6pp | 9.14%+4.7pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $40,544-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |