Filed July 3, 2008 (most recent of 2 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 CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,442 | $26,114+215.7% | $58,482+41.0% | $74,419+10.8% |
| Participation rate | 93.6% | 32.1%+61.5pp | 50.9%+42.7pp | 70.7%+22.8pp |
| Annual return | 18.71% | 32.51%-13.8pp | 4239.32%-4220.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,409 | $536+163.1% | $1,053+33.8% | $2,637-46.6% |
| Participant deferral / active EE | $5,006 | $1,075+365.9% | $1,924+160.2% | $4,528+10.6% |
| Admin fee / account holder | $36 | $649-94.5% | $2,516-98.6% | $348-89.7% |