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 SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 · EIN 52-1396995 | Advisory (Plan) | $105,474 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,329 |
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 | $91,607 | $85,135+7.6% | $98,907-7.4% | $73,409+24.8% |
| Participation rate | 94.8% | 81.1%+13.6pp | 76.0%+18.7pp | 72.2%+22.6pp |
| Annual return | 17.37% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,743 | $2,721+0.8% | $2,689+2.0% | $2,234+22.8% |
| Participant deferral / active EE | $3,614 | $4,349-16.9% | $4,244-14.8% | $3,805-5.0% |
| Admin fee / account holder | $266 | $139+91.2% | $6,642-96.0% | $158+68.7% |