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 SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $357,640 |
POYNER & SPRUILL LLP2 years Filed as: POYNER & SPRULL LLP Service code 29 · EIN 56-1493995 | Legal | $73,391 |
SEI INVESTMENTS6+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $68,792 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $61,223 |
CROWE LLP6+ years Service code 14 · EIN 35-0921680 | Plan Administrator | $45,563 |
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 | $282,865-100.0% | $2,703,652-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 12.4%-12.4pp | 7.7%-7.7pp | 12.4%-12.4pp |
| Annual return | 6.37% | 9.89%-3.5pp | 6.73%-0.4pp | 9.89%-3.5pp |
| Employer contribution / active EE | $0 | $14,313-100.0% | $34,949-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $62-100.0% | $86-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | - | $9,084-100.0% |