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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120,499 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $23,185 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,010 | $98,780-66.6% | $60,874-45.8% | $77,904-57.6% |
| Participation rate | 92.4% | 76.7%+15.7pp | 73.1%+19.3pp | 73.7%+18.7pp |
| Annual return | -17.36% | -11.56%-5.8pp | 16.90%-34.3pp | 12.21%-29.6pp |
| Employer contribution / active EE | $925 | $3,605-74.3% | $2,701-65.7% | $2,848-67.5% |
| Participant deferral / active EE | $3,200 | $4,200-23.8% | $3,817-16.2% | $4,806-33.4% |
| Admin fee / account holder | $71 | $89-20.1% | $3,224-97.8% | $133-46.6% |