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 SERVICES5+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $140,237 |
SEI INVESTMENTS5+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $101,385 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $57,793 |
CROWE LLP5+ years Service code 14 · EIN 35-0921680 | Plan Administrator | $56,146 |
POYNER & SPRUILL LLP1 year Filed as: POYNER & SPRULL LLP Service code 29 · EIN 56-1493995 | Legal | $52,675 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $10,618 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $2,278,297-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 5.6%-5.6pp | 5.6%-5.6pp |
| Annual return | -0.77% | 39.77%-40.5pp | 111.29%-112.1pp | 39.77%-40.5pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $46,003-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $62-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |