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 FINANCIAL SOLUTIONS,INC. Service code 28 · EIN 52-1396995 | Investment Management | $9,092 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,203 | $73,404-28.9% | $87,100-40.1% | $67,579-22.8% |
| Participation rate | 96.5% | 80.9%+15.7pp | 76.9%+19.6pp | 71.3%+25.2pp |
| Annual return | 18.14% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,062 | $2,014-47.3% | $2,521-57.9% | $2,148-50.5% |
| Participant deferral / active EE | $2,353 | $3,913-39.9% | $4,049-41.9% | $3,539-33.5% |
| Admin fee / account holder | $16 | $142-88.9% | $7,497-99.8% | $142-89.0% |