Filed June 8, 2009 (most recent of 4 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 7-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $201,197 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $133,462 |
CROWE LLP1+ years Service code 10 · EIN 35-0921680 | Accounting | $52,357 |
POYNER & SPRUILL LLP1+ years Filed as: POYNER SPRUILL Service code 29 · EIN 56-1493995 | Legal | $45,328 |
RYAN LABS ASSET MANAGEMENT1+ years Service code 28 · EIN 47-3503928 | Investment Management | $34,311 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $24,990 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 360 INTERSTATE N PKWY · ATLANTA, GA 30339 | Bank Trustee | $20,868 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $19,247 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -8.18% | -0.13%-8.1pp | -2.99%-5.2pp | 0.19%-8.4pp |
| Employer contribution / active EE | $25,080 | $16,248+54.4% | $41,623-39.7% | $13,763+82.2% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |