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 SERVICES2+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $199,755 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $174,122 |
POYNER & SPRUILL LLP2+ years Filed as: POYNER SPRUILL Service code 29 · EIN 56-1493995 | Legal | $167,630 |
SEI INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $69,427 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $50,030 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $12,779 |
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.
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 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 15.95% | 14.62%+1.3pp | 239.57%-223.6pp | 16.32%-0.4pp |
| Employer contribution / active EE | $32,708 | $21,307+53.5% | $43,837-25.4% | $17,007+92.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |