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) | $59,500 |
REHMANN ROBSON1 year Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $42,635 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $18,381 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP SECURITIES Service code 10 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Accounting | $9,800 |
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 | $92,725 | $55,347+67.5% | $120,354-23.0% | $199,593-53.5% |
| Participation rate | 94.6% | 52.9%+41.7pp | 71.9%+22.7pp | 72.0%+22.6pp |
| Annual return | 12.75% | 15.37%-2.6pp | 107.15%-94.4pp | 34.25%-21.5pp |
| Employer contribution / active EE | $4,046 | $1,296+212.3% | $3,463+16.8% | $3,034+33.3% |
| Participant deferral / active EE | $4,340 | $2,350+84.6% | $4,991-13.0% | $5,087-14.7% |
| Admin fee / account holder | $95 | $134-29.2% | $9,423-99.0% | $269-64.7% |