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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $387,158 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $325,384 |
MERCER10+ years Service code 26 · EIN 13-2834414 | Advisory (Participants) | $124,860 |
Filed as: CBIZ MHM LLC - NEW ENGLAND Service code 15 · EIN 43-1947695 | Recordkeeping | $33,926 |
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 | $232,750 | $122,186+90.5% | $146,958+58.4% | $199,593+16.6% |
| Participation rate | 97.3% | 78.3%+19.0pp | 82.2%+15.1pp | 72.0%+25.3pp |
| Annual return | 15.45% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,649 | $4,093-35.3% | $4,933-46.3% | $3,034-12.7% |
| Participant deferral / active EE | $10,688 | $8,502+25.7% | $8,070+32.4% | $5,087+110.1% |
| Admin fee / account holder | $133 | $179-25.8% | $12,998-99.0% | $269-50.7% |