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 | $5,148 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,348 | $69,823-60.8% | $77,163-64.6% | $74,419-63.3% |
| Participation rate | 92.1% | 70.0%+22.1pp | 69.6%+22.5pp | 70.7%+21.4pp |
| Annual return | -1.74% | 19.98%-21.7pp | 37.87%-39.6pp | 34.38%-36.1pp |
| Employer contribution / active EE | $0 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,464 | $3,558-30.7% | $3,833-35.7% | $4,528-45.6% |
| Admin fee / account holder | $1 | $398-99.8% | $5,472-100.0% | $348-99.8% |