Filed July 20, 2009
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, INC. Service code 27 · EIN 22-2769024 | Advisory (Plan) | $19,550 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,468 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 | Consulting | $7,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,945 | $67,984+119.1% | $65,493+127.4% | $74,304+100.5% |
| Participation rate | 83.7% | 66.3%+17.3pp | 73.1%+10.6pp | 60.3%+23.3pp |
| Annual return | 10.58% | 19.87%-9.3pp | 982.45%-971.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $5,245 | $2,491+110.5% | $2,574+103.7% | $2,241+134.0% |
| Participant deferral / active EE | $5,482 | $3,346+63.8% | $3,961+38.4% | $3,767+45.5% |
| Admin fee / account holder | $141 | $1,373-89.7% | $5,028-97.2% | $2,969-95.3% |