Filed December 23, 2010
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 10-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 FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $75,648 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $73,769 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $200 |
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 | $54,556 | $62,324-12.5% | $68,509-20.4% | $55,191-1.2% |
| Participation rate | 91.3% | 78.9%+12.4pp | 74.7%+16.5pp | 69.2%+22.1pp |
| Annual return | -0.60% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,450 | $2,223+10.2% | $2,278+7.6% | $1,899+29.0% |
| Participant deferral / active EE | $2,389 | $3,425-30.3% | $3,382-29.4% | $3,046-21.6% |
| Admin fee / account holder | $217 | $91+137.3% | $5,275-95.9% | $91+138.9% |