Filed April 14, 2023 (most recent of 2 filings on file)
Total covered: 4 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 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 Service code 16 · EIN 52-1396995 | Consulting | $8,341 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $400 |
Annual investment return 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 | $23,907 | $65,322-63.4% | $70,449-66.1% | $73,488-67.5% |
| Participation rate | 98.2% | 77.0%+21.3pp | 75.1%+23.2pp | 70.7%+27.6pp |
| Annual return | 4.01% | 15.71%-11.7pp | 109.03%-105.0pp | 28.51%-24.5pp |
| Employer contribution / active EE | $1,501 | $2,460-39.0% | $2,737-45.1% | $2,270-33.9% |
| Participant deferral / active EE | $3,050 | $3,375-9.6% | $3,709-17.8% | $3,740-18.5% |
| Admin fee / account holder | $34 | $214-84.1% | $3,845-99.1% | $513-93.4% |