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 | $64,705+130.2% | $62,929+136.7% | $67,986+119.1% |
| Participation rate | 83.7% | 65.6%+18.1pp | 73.1%+10.6pp | 57.2%+26.5pp |
| Annual return | 10.58% | 20.31%-9.7pp | 1063.93%-1053.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $5,245 | $2,376+120.8% | $2,505+109.4% | $2,019+159.8% |
| Participant deferral / active EE | $5,482 | $3,198+71.4% | $3,888+41.0% | $3,358+63.2% |
| Admin fee / account holder | $141 | $1,428-90.1% | $5,065-97.2% | $3,203-95.6% |