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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $126,135 |
POYNER & SPRUILL LLP3 years Filed as: POYNER & SPRULL LLP Service code 29 · EIN 56-1493995 | Legal | $76,931 |
AON CONSULTING7+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $63,400 |
CROWE LLP7+ years Service code 14 · EIN 35-0921680 | Plan Administrator | $60,067 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $12,802 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $3,219,907-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 10.0%-10.0pp | 11.0%-11.0pp |
| Annual return | -1.21% | 8.23%-9.4pp | 3.48%-4.7pp | 8.23%-9.4pp |
| Employer contribution / active EE | $0 | $13,859-100.0% | $31,972-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $83-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |