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 SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $6,311 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,181 |
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 | $125,065 | $62,127+101.3% | $81,382+53.7% | $74,495+67.9% |
| Participation rate | 56.6% | 64.0%-7.4pp | 69.5%-12.9pp | 67.2%-10.6pp |
| Annual return | 11.86% | 16.48%-4.6pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,585 | $1,882-15.8% | $2,463-35.6% | $2,623-39.6% |
| Participant deferral / active EE | $2,561 | $3,229-20.7% | $3,883-34.1% | $4,346-41.1% |
| Admin fee / account holder | $22 | $1,934-98.9% | $5,768-99.6% | $1,942-98.9% |