Filed February 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 SERVI Service code 28 · EIN 81-3968784 | Investment Management | $17,891 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,200 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,697 | $88,890-22.7% | $102,423-32.9% | $77,643-11.5% |
| Participation rate | 93.0% | 80.9%+12.1pp | 76.5%+16.5pp | 70.6%+22.4pp |
| Annual return | 9.93% | 24.98%-15.1pp | 29.32%-19.4pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,560 | $2,698-42.2% | $3,023-48.4% | $2,726-42.8% |
| Participant deferral / active EE | $3,230 | $5,145-37.2% | $5,053-36.1% | $4,647-30.5% |
| Admin fee / account holder | $62 | $235-73.8% | $9,451-99.3% | $430-85.7% |