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 15 · EIN 04-1590850 | Recordkeeping | $82,100 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $21,793 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIAM G. WILLIS Service code 16 · EIN 04-1590850 | Consulting | $10,256 |
THORNHILL FINANCIAL, INC.1+ years Service code 10 · EIN 34-1848419 | Accounting | $6,430 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,319 | $71,957-73.2% | $67,652-71.4% | $59,188-67.4% |
| Participation rate | 88.8% | 82.7%+6.2pp | 75.7%+13.2pp | 69.4%+19.4pp |
| Annual return | 12.08% | 8.53%+3.6pp | 6625.04%-6613.0pp | 5.51%+6.6pp |
| Employer contribution / active EE | $613 | $2,432-74.8% | $2,266-72.9% | $2,098-70.8% |
| Participant deferral / active EE | $1,264 | $4,211-70.0% | $3,560-64.5% | $3,265-61.3% |
| Admin fee / account holder | $35 | $64-45.2% | $4,821-99.3% | $92-61.9% |