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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $104,927 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,495 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,040 | $65,223+1.3% | $80,019-17.5% | $55,725+18.5% |
| Participation rate | 95.8% | 80.6%+15.2pp | 75.8%+20.0pp | 70.9%+24.9pp |
| Annual return | -5.48% | 7.59%-13.1pp | 11.22%-16.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,501 | $2,544-1.7% | $2,468+1.3% | $2,078+20.4% |
| Participant deferral / active EE | $3,088 | $3,881-20.4% | $3,686-16.2% | $3,356-8.0% |
| Admin fee / account holder | $266 | $114+132.6% | $6,521-95.9% | $115+130.7% |