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 | $20,047 |
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 | $54,900 | $102,553-46.5% | $151,611-63.8% | $66,914-18.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.14% | -10.82%-4.3pp | 3.33%-18.5pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,322 | $4,180+3.4% | $6,166-29.9% | $2,544+69.9% |
| Participant deferral / active EE | $5,328 | $6,641-19.8% | $8,363-36.3% | $4,237+25.7% |
| Admin fee / account holder | $135 | $630-78.6% | $11,616-98.8% | $593-77.3% |