Filed October 3, 2017 (most recent of 3 filings on file)
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 10-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 49 | Other Services | $1,802 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,684 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $755 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANICAL SOLUTIONS Service code 49 · EIN 52-1396995 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,615 | $44,229-33.0% | $155,790-81.0% | $55,191-46.3% |
| Participation rate | 41.7% | 60.8%-19.1pp | 76.1%-34.4pp | 69.2%-27.5pp |
| Annual return | 6.20% | 0.37%+5.8pp | 71.54%-65.3pp | 10.78%-4.6pp |
| Employer contribution / active EE | $845 | $1,317-35.9% | $3,836-78.0% | $1,899-55.5% |
| Participant deferral / active EE | $2,201 | $2,851-22.8% | $4,797-54.1% | $3,046-27.7% |
| Admin fee / account holder | $15 | $86-82.4% | $7,478-99.8% | $91-83.3% |