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 22-2769024 | Accounting | $6,418 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,218 | $29,548+174.9% | $56,411+44.0% | $77,643+4.6% |
| Participation rate | 87.1% | 32.7%+54.4pp | 52.5%+34.6pp | 70.6%+16.5pp |
| Annual return | 18.96% | 19.01%-0.1pp | 1701.33%-1682.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,291 | $568+127.5% | $1,039+24.3% | $2,726-52.6% |
| Participant deferral / active EE | $4,556 | $1,061+329.5% | $1,952+133.4% | $4,647-2.0% |
| Admin fee / account holder | -$3 | $1,046-100.3% | $2,829-100.1% | $430-100.8% |