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 5-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 |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,929 |
ELITE INSURANCE AGENCY INC4 years Service code 49 · EIN 13-3275143 | Other Services | $7,331 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $5,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,600 | $62,624+84.6% | $177,989-35.1% | $77,643+48.9% |
| Participation rate | 41.2% | 66.8%-25.7pp | 77.1%-35.9pp | 70.6%-29.4pp |
| Annual return | 13.72% | 16.16%-2.4pp | 294.48%-280.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $690 | $1,909-63.9% | $3,949-82.5% | $2,726-74.7% |
| Participant deferral / active EE | $3,386 | $4,219-19.7% | $6,276-46.0% | $4,647-27.1% |
| Admin fee / account holder | $125 | $386-67.6% | $10,363-98.8% | $430-71.0% |