See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,658 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $28,911 |
COHEN & COMPANY1 year Filed as: COHEN & COMPANY, LTD Service code 10 · EIN 34-1912961 | Accounting | $23,587 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $18,072 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,435 | $79,519-19.0% | $95,952-32.8% | $73,409-12.2% |
| Participation rate | 81.6% | 81.2%+0.4pp | 77.1%+4.5pp | 72.2%+9.4pp |
| Annual return | 15.21% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $707 | $2,048-65.5% | $2,541-72.2% | $2,234-68.3% |
| Participant deferral / active EE | $2,938 | $4,138-29.0% | $4,167-29.5% | $3,805-22.8% |
| Admin fee / account holder | $230 | $184+24.5% | $6,795-96.6% | $158+45.4% |