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 | $176,418 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 53-1396995 | Advisory (Plan) | $77,348 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX3 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 INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,750 | $105,247+37.5% | $87,100+66.2% | $77,787+86.1% |
| Participation rate | 99.0% | 85.8%+13.3pp | 76.9%+22.2pp | 73.2%+25.8pp |
| Annual return | 19.74% | 24.52%-4.8pp | 28.19%-8.5pp | 32.57%-12.8pp |
| Employer contribution / active EE | $6,244 | $2,895+115.7% | $2,521+147.6% | $2,504+149.3% |
| Participant deferral / active EE | $6,405 | $5,060+26.6% | $4,049+58.2% | $3,967+61.4% |
| Admin fee / account holder | $137 | $104+31.2% | $7,497-98.2% | $100+37.0% |