Filed January 29, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $5,101 |
Service code 38 · EIN 35-0145825 | Participant Communication | $3 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,441 | $56,503-46.1% | $70,092-56.6% | $64,808-53.0% |
| Participation rate | 90.3% | 70.5%+19.9pp | 70.5%+19.9pp | 71.5%+18.9pp |
| Annual return | 15.07% | -13.44%+28.5pp | 190.73%-175.7pp | 32.82%-17.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,336 | $3,389-31.1% | $3,849-39.3% | $4,310-45.8% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |