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 10-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 BENEFITS & INS SERVICES INC Service code 99 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Fees | $13,033 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 27 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $12,228 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,980 | $73,933-37.8% | $96,683-52.4% | $75,163-38.8% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 17.38% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,523 | $2,928+20.3% | $3,737-5.7% | $2,670+32.0% |
| Participant deferral / active EE | $8,309 | $3,659+127.1% | $4,878+70.3% | $4,125+101.4% |
| Admin fee / account holder | $422 | $5,216-91.9% | $6,730-93.7% | $5,651-92.5% |