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 | $6,815 |
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 | $39,262 | $117,025-66.5% | $91,541-57.1% | $85,563-54.1% |
| Participation rate | 90.3% | 64.2%+26.1pp | 69.8%+20.5pp | 66.0%+24.3pp |
| Annual return | 16.26% | 18.02%-1.8pp | 20.50%-4.2pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,353 | $2,120+11.0% | $2,505-6.0% | $2,654-11.3% |
| Participant deferral / active EE | $3,944 | $3,446+14.5% | $4,008-1.6% | $4,375-9.8% |
| Admin fee / account holder | $10 | $1,242-99.2% | $6,956-99.9% | $834-98.9% |