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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,899 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $32,467 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,864 | $60,607-44.1% | $189,557-82.1% | $86,799-61.0% |
| Participation rate | 75.4% | 68.9%+6.5pp | 78.4%-3.0pp | 72.3%+3.2pp |
| Annual return | 13.34% | 65.18%-51.8pp | 64.17%-50.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,498 | $1,626-7.9% | $4,412-66.1% | $2,405-37.7% |
| Participant deferral / active EE | $2,163 | $3,895-44.5% | $6,174-65.0% | $4,131-47.6% |
| Admin fee / account holder | $179 | $159+12.5% | $9,807-98.2% | $170+5.3% |