Filed January 8, 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 |
|---|---|---|
Filed as: CBIZ OPERATIONS, INC. Service code 10 · EIN 34-1846498 | Accounting | $45,400 |
Filed as: GALLAGHER BENEFIT SERVICE, INC Service code 16 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Consulting | $22,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,555 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $7,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,267 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,856 | $88,982+216.8% | $102,438+175.1% | $77,671+262.9% |
| Participation rate | 84.5% | 80.9%+3.5pp | 76.5%+8.0pp | 70.6%+13.9pp |
| Annual return | 18.11% | 25.01%-6.9pp | 29.37%-11.3pp | 31.21%-13.1pp |
| Employer contribution / active EE | $4,182 | $2,698+55.0% | $3,024+38.3% | $2,726+53.4% |
| Participant deferral / active EE | $15,442 | $5,144+200.2% | $5,054+205.6% | $4,648+232.2% |
| Admin fee / account holder | $39 | $236-83.3% | $9,448-99.6% | $430-90.9% |