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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $111,876 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,149 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,893 | $84,784+21.4% | $98,439+4.5% | $74,419+38.3% |
| Participation rate | 92.5% | 81.5%+10.9pp | 75.2%+17.3pp | 70.7%+21.7pp |
| Annual return | 17.85% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,773 | $3,364-17.6% | $3,048-9.0% | $2,637+5.1% |
| Participant deferral / active EE | $4,602 | $5,218-11.8% | $4,738-2.9% | $4,528+1.6% |
| Admin fee / account holder | $318 | $204+55.7% | $8,948-96.4% | $348-8.5% |