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 | $327,341 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $23,757 |
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 |
Participant 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.
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 | $23,366 | $78,852-70.4% | $76,768-69.6% | $75,289-69.0% |
| Participation rate | 97.6% | 85.0%+12.6pp | 77.0%+20.6pp | 72.4%+25.1pp |
| Annual return | -3.10% | -1.29%-1.8pp | 2.43%-5.5pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,969 | $2,794-29.5% | $2,485-20.8% | $2,405-18.1% |
| Participant deferral / active EE | $1,491 | $4,800-68.9% | $3,852-61.3% | $3,739-60.1% |
| Admin fee / account holder | $114 | $79+44.1% | $6,675-98.3% | $102+11.2% |