Filed July 20, 2010
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 10-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: CBIZ CPAS LLC Service code 10 · EIN 34-1846498 | Accounting | $25,988 |
MERCER3 years Filed as: MERCER INVESTMENTS Service code 50 · EIN 30-0282430 | Direct Payment | $13,750 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $830 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | -$15,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,735 | $106,028+103.5% | $146,958+46.8% | $77,643+177.9% |
| Participation rate | 43.2% | 78.4%-35.1pp | 82.2%-38.9pp | 70.6%-27.3pp |
| Annual return | 17.04% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,942 | $7,990-25.6% | $8,070-26.4% | $4,647+27.9% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |