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 |
|---|---|---|
Service code 12 · EIN 39-0989781 | Recordkeeping and information managem... | $84,053 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $73,077 |
CIUNI & PANICHI, INC.1 year Filed as: CIUNI & PANICHI Service code 10 · EIN 34-1322309 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $76,955 | $96,486-20.2% | $153,485-49.9% | $77,643-0.9% |
| Participation rate | 92.1% | 81.6%+10.5pp | 77.1%+15.0pp | 70.6%+21.6pp |
| Annual return | 13.38% | 14.44%-1.1pp | 15.65%-2.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,773 | $5,224-27.8% | $5,039-25.1% | $2,726+38.4% |
| Participant deferral / active EE | $6,900 | $6,609+4.4% | $6,757+2.1% | $4,647+48.5% |
| Admin fee / account holder | $192 | $182+5.3% | $12,724-98.5% | $430-55.4% |