Filed February 26, 2020 (most recent of 2 filings on file)
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 SVCS, LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $52,821 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $24,545 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,455 |
Service code 27 · EIN 77-0401310 | Advisory (Plan) | $17,633 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,983 | $80,724+218.3% | $103,333+148.7% | $74,495+245.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.84% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $16,714 | $3,157+429.4% | $3,868+332.1% | $2,623+537.2% |
| Participant deferral / active EE | $14,654 | $3,860+279.6% | $5,057+189.7% | $4,346+237.2% |
| Admin fee / account holder | $819 | $2,368-65.4% | $8,355-90.2% | $1,942-57.8% |