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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $100,543 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $94,567 |
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 | $74,079 | $74,347-0.4% | $93,606-20.9% | $67,579+9.6% |
| Participation rate | 97.2% | 80.6%+16.6pp | 75.8%+21.3pp | 71.3%+25.9pp |
| Annual return | 24.16% | 28.07%-3.9pp | 32.76%-8.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,620 | $2,583+1.4% | $2,718-3.6% | $2,148+22.0% |
| Participant deferral / active EE | $3,453 | $4,060-15.0% | $4,069-15.1% | $3,539-2.4% |
| Admin fee / account holder | $243 | $123+98.3% | $7,888-96.9% | $142+71.0% |