Filed June 1, 2018 (most recent of 2 filings on file)
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 Service code 27 PO BOX 643792 · CINCINNATI, OH 45264 | Advisory (Plan) | $35,000 |
THE LAMPO GROUP, INC.6 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $26,496 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,786 |
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 | $87,277 | $50,287+73.6% | $112,229-22.2% | $80,160+8.9% |
| Participation rate | 96.3% | 52.9%+43.4pp | 72.4%+23.9pp | 72.9%+23.4pp |
| Annual return | 16.79% | 19.72%-2.9pp | 30.20%-13.4pp | 40.38%-23.6pp |
| Employer contribution / active EE | $3,763 | $1,211+210.8% | $3,430+9.7% | $2,978+26.4% |
| Participant deferral / active EE | $4,155 | $2,265+83.5% | $4,798-13.4% | $5,017-17.2% |
| Admin fee / account holder | $53 | $116-54.1% | $7,748-99.3% | $145-63.2% |