Filed June 4, 2012 (most recent of 3 filings on file)
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 CPA'S PC Service code 10 · EIN 43-1947695 | Accounting | $37,325 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,291 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,749 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,110 | $66,457+31.1% | $81,382+7.0% | $77,643+12.2% |
| Participation rate | 96.8% | 68.7%+28.0pp | 69.5%+27.3pp | 70.6%+26.2pp |
| Annual return | 14.71% | 15.93%-1.2pp | 24.73%-10.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,864 | $2,159+78.9% | $2,463+56.9% | $2,726+41.8% |
| Participant deferral / active EE | $5,343 | $3,679+45.2% | $3,883+37.6% | $4,647+15.0% |
| Admin fee / account holder | $54 | $583-90.8% | $5,768-99.1% | $430-87.5% |