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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,621 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 | Contract Administrator | $22,849 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,624 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $7,829 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $5,236 |
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 | $29,177 | $56,152-48.0% | $185,823-84.3% | $73,409-60.3% |
| Participation rate | 96.1% | 67.6%+28.5pp | 78.0%+18.0pp | 72.2%+23.9pp |
| Annual return | 21.62% | 17.59%+4.0pp | 35.95%-14.3pp | 59.29%-37.7pp |
| Employer contribution / active EE | $1,379 | $1,532-10.0% | $4,087-66.3% | $2,234-38.3% |
| Participant deferral / active EE | $3,351 | $3,659-8.4% | $5,632-40.5% | $3,805-11.9% |
| Admin fee / account holder | $156 | $132+18.3% | $9,500-98.4% | $158-1.0% |