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 SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $7,056 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,421 |
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 | $70,600 | $74,089-4.7% | $133,980-47.3% | $55,167+28.0% |
| Participation rate | 93.5% | 84.3%+9.2pp | 87.1%+6.4pp | 69.0%+24.5pp |
| Annual return | 13.35% | 12.11%+1.2pp | 29.30%-15.9pp | 169.23%-155.9pp |
| Employer contribution / active EE | $2,085 | $3,064-32.0% | $5,211-60.0% | $1,963+6.2% |
| Participant deferral / active EE | $7,001 | $4,678+49.6% | $6,282+11.4% | $3,054+129.2% |
| Admin fee / account holder | $44 | $458-90.3% | $9,324-99.5% | $504-91.2% |