Filed March 12, 2018
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 |
|---|---|---|
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $16,026 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,696 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,818 | $932,052-93.2% | $189,513-66.3% | - |
| Participation rate | 100.0% | 77.2%+22.8pp | 87.8%+12.2pp | - |
| Annual return | 19.03% | 10.81%+8.2pp | 555.15%-536.1pp | - |
| Employer contribution / active EE | $4,536 | $3,785+19.9% | $6,162-26.4% | - |
| Participant deferral / active EE | $5,026 | $5,497-8.6% | $8,221-38.9% | - |
| Admin fee / account holder | $154 | $117,148-99.9% | $12,045-98.7% | - |