Filed December 2, 2011 (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 8-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $67,763 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIAM G. WILLIS Service code 16 · EIN 04-1590850 | Consulting | $31,888 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $14,735 |
THORNHILL FINANCIAL, INC.1+ years Service code 10 · EIN 34-1848419 | Accounting | $7,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,693 | $71,957+37.2% | $67,652+45.9% | $59,188+66.7% |
| Participation rate | 95.9% | 82.7%+13.3pp | 75.7%+20.3pp | 69.4%+26.5pp |
| Annual return | 22.31% | 8.53%+13.8pp | 6625.04%-6602.7pp | 5.51%+16.8pp |
| Employer contribution / active EE | $1,694 | $2,432-30.4% | $2,266-25.2% | $2,098-19.3% |
| Participant deferral / active EE | $5,252 | $4,211+24.7% | $3,560+47.5% | $3,265+60.9% |
| Admin fee / account holder | $27 | $64-58.1% | $4,821-99.4% | $92-70.8% |