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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.
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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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,389 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968774 | Other Fees | $14,787 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 | Other Services | $3,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,362 | $102,317-47.8% | $146,958-63.7% | $80,856-34.0% |
| Participation rate | 38.5% | 75.8%-37.4pp | 82.2%-43.7pp | 67.6%-29.2pp |
| Annual return | 8.07% | 134.76%-126.7pp | 418.34%-410.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,107 | $3,713-70.2% | $4,933-77.6% | $2,755-59.8% |
| Participant deferral / active EE | $2,326 | $6,644-65.0% | $8,070-71.2% | $4,296-45.9% |
| Admin fee / account holder | $225 | $7,941-97.2% | $12,998-98.3% | $6,918-96.8% |