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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $5,987 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,497 | $56,423+88.7% | $77,163+38.0% | $71,457+49.0% |
| Participation rate | 59.3% | 64.3%-5.0pp | 69.6%-10.2pp | 67.9%-8.6pp |
| Annual return | 16.31% | 19.05%-2.7pp | 37.87%-21.6pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,522 | $1,866-18.4% | $2,535-39.9% | $2,588-41.2% |
| Participant deferral / active EE | $2,463 | $3,142-21.6% | $3,833-35.7% | $4,289-42.6% |
| Admin fee / account holder | $21 | $1,429-98.5% | $5,472-99.6% | $1,587-98.7% |