Filed November 2, 2021
Total covered: 14 employees
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 5-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $45,732 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $27,522 |
UBS FINANCIAL SERVICES INC1+ years Service code 50 · EIN 13-2638166 | Direct Payment | $15,937 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $565 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,944 | $105,581-58.4% | $70,449-37.6% | $90,288-51.3% |
| Participation rate | 79.3% | 77.5%+1.8pp | 75.1%+4.3pp | 73.4%+6.0pp |
| Annual return | 19.27% | 14.78%+4.5pp | 109.03%-89.8pp | 53.97%-34.7pp |
| Employer contribution / active EE | $551 | $3,304-83.3% | $2,737-79.9% | $2,524-78.2% |
| Participant deferral / active EE | $2,497 | $3,813-34.5% | $3,709-32.7% | $4,232-41.0% |
| Admin fee / account holder | $53 | $68-22.0% | $3,845-98.6% | $114-53.8% |