Filed November 21, 2019
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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 15 · EIN 52-1396995 | Recordkeeping | $19,777 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,916 | $73,102-45.4% | $123,544-67.7% | $56,287-29.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 82.3%-23.5pp | 69.9%-11.1pp |
| Annual return | -4.72% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,347 | $5,423-1.4% | $6,426-16.8% | $3,350+59.6% |
| Admin fee / account holder | $133 | $554-76.0% | $9,284-98.6% | $521-74.5% |