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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,040 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $39,142 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $17,300 |
DELAP LLP1 year Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $14,000 |
OGLETREE DEAKINS1 year Service code 29 · EIN 57-1044820 | Legal | $9,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,878 | $71,142-6.0% | $119,609-44.1% | $64,808+3.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -15.01% | -10.01%-5.0pp | -14.97%0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $4,672 | $2,497+87.1% | $4,232+10.4% | $2,506+86.4% |
| Participant deferral / active EE | $6,482 | $4,490+44.4% | $5,602+15.7% | $4,310+50.4% |
| Admin fee / account holder | $186 | $162+14.5% | $10,323-98.2% | $188-1.1% |