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 FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $32,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,286 | $69,763+75.3% | $67,502+81.2% | $74,495+64.2% |
| Participation rate | 94.2% | 71.4%+22.9pp | 72.9%+21.4pp | 67.2%+27.0pp |
| Annual return | 15.37% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $5,468 | $2,704+102.2% | $2,731+100.2% | $2,623+108.5% |
| Participant deferral / active EE | $10,570 | $3,636+190.7% | $4,000+164.3% | $4,346+143.2% |
| Admin fee / account holder | $410 | $896-54.3% | $3,998-89.8% | $1,942-78.9% |