Filed March 13, 2019 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $31,045 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $3,654 |
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 | $69,246 | $70,667-2.0% | $123,104-43.8% | $52,331+32.3% |
| Participation rate | 93.2% | 83.7%+9.4pp | 86.8%+6.4pp | 68.1%+25.1pp |
| Annual return | 2.97% | 6.23%-3.3pp | 13.22%-10.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,578 | $2,946-46.4% | $5,151-69.4% | $1,882-16.2% |
| Participant deferral / active EE | $6,329 | $4,493+40.9% | $6,230+1.6% | $3,022+109.4% |
| Admin fee / account holder | $141 | $506-72.2% | $9,015-98.4% | $592-76.2% |