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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $166,069 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $71,415 |
Filed as: THORNHILL FINANCIAL, LLC Service code 10 · EIN 34-1848419 | Accounting | $9,000 |
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $6,473 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DODGE & COX5 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 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0655816 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,417 | $144,996+31.3% | $111,297+71.1% | $93,030+104.7% |
| Participation rate | 99.5% | 86.2%+13.3pp | 77.3%+22.2pp | 73.9%+25.6pp |
| Annual return | 15.20% | 18.26%-3.1pp | 54.65%-39.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $6,487 | $3,056+112.3% | $2,731+137.5% | $2,706+139.7% |
| Participant deferral / active EE | $7,053 | $5,587+26.2% | $4,487+57.2% | $4,562+54.6% |
| Admin fee / account holder | $128 | $103+23.8% | $7,964-98.4% | $152-15.5% |