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 | $151,020 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $70,939 |
Filed as: THORNHILL FINANCIAL LLC Service code 10 · EIN 34-1848419 | Accounting | $9,000 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $6,436 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX4 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 INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 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 | $174,484 | $176,491-1.1% | $95,952+81.8% | $90,288+93.3% |
| Participation rate | 99.4% | 86.6%+12.8pp | 77.1%+22.3pp | 73.4%+26.0pp |
| Annual return | 20.04% | 20.14%-0.1pp | 91.61%-71.6pp | 53.97%-33.9pp |
| Employer contribution / active EE | $6,756 | $2,789+142.3% | $2,541+165.9% | $2,524+167.7% |
| Participant deferral / active EE | $7,045 | $5,340+31.9% | $4,167+69.1% | $4,232+66.4% |
| Admin fee / account holder | $127 | $154-17.3% | $6,795-98.1% | $114+11.7% |