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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $26,653 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,534 |
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 | $82,008 | $89,739-8.6% | $149,718-45.2% | $62,292+31.7% |
| Participation rate | 94.0% | 85.1%+8.8pp | 87.1%+6.9pp | 69.5%+24.4pp |
| Annual return | 18.62% | 21.01%-2.4pp | 1501.63%-1483.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $2,776 | $3,233-14.1% | $5,445-49.0% | $2,042+35.9% |
| Participant deferral / active EE | $7,877 | $4,797+64.2% | $6,569+19.9% | $3,169+148.6% |
| Admin fee / account holder | $121 | $551-78.1% | $11,283-98.9% | $479-74.8% |