Filed January 16, 1998
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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $326,404 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $316,738 |
MERCER2 years Filed as: MERCER (US) INC Service code 26 · EIN 13-2834414 | Advisory (Participants) | $139,432 |
Filed as: CBIZ MH, LLC Service code 15 · EIN 43-1947695 | Recordkeeping | $30,069 |
Employer contribution per participant 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 | $220,213 | $107,459+104.9% | $135,903+62.0% | $80,160+174.7% |
| Participation rate | 97.5% | 78.0%+19.4pp | 81.9%+15.6pp | 72.9%+24.6pp |
| Annual return | 19.20% | 91.91%-72.7pp | 68.23%-49.0pp | 40.38%-21.2pp |
| Employer contribution / active EE | $21 | $3,877-99.5% | $4,856-99.6% | $2,978-99.3% |
| Participant deferral / active EE | $10,590 | $8,195+29.2% | $7,758+36.5% | $5,017+111.1% |
| Admin fee / account holder | $130 | $127+2.5% | $10,762-98.8% | $145-10.2% |