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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,121 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 | Advisory (Plan) | $35,370 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $35,370 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $5,928 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 13 | Contract Administrator | $3,582 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,940 | $42,810-58.1% | $169,463-89.4% | $55,725-67.8% |
| Participation rate | 96.4% | 64.7%+31.7pp | 77.8%+18.7pp | 70.9%+25.6pp |
| Annual return | -4.46% | -3.61%-0.8pp | 1.83%-6.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,260 | $1,402-10.1% | $4,159-69.7% | $2,078-39.4% |
| Participant deferral / active EE | $2,950 | $3,141-6.1% | $5,277-44.1% | $3,356-12.1% |
| Admin fee / account holder | $85 | $106-20.6% | $9,109-99.1% | $115-26.6% |