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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $212,037 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 53-1396995 | Advisory (Plan) | $78,243 |
THORNHILL FINANCIAL, INC.2 years Filed as: THORNHILL FINANCIAL INC. Service code 10 · EIN 34-1848419 | Accounting | $9,000 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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 | $122,035 | $78,852+54.8% | $76,768+59.0% | $75,289+62.1% |
| Participation rate | 98.8% | 85.0%+13.9pp | 77.0%+21.9pp | 72.4%+26.4pp |
| Annual return | -0.92% | -1.29%+0.4pp | 2.43%-3.4pp | -0.04%-0.9pp |
| Employer contribution / active EE | $5,801 | $2,794+107.6% | $2,485+133.4% | $2,405+141.2% |
| Participant deferral / active EE | $6,166 | $4,800+28.5% | $3,852+60.1% | $3,739+64.9% |
| Admin fee / account holder | $164 | $79+107.5% | $6,675-97.5% | $102+60.2% |