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) | $118,273 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,994 |
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 | $112,393 | $92,055+22.1% | $106,213+5.8% | $77,643+44.8% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 14.55% | 17.91%-3.4pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,004 | $3,367-10.8% | $3,171-5.3% | $2,726+10.2% |
| Participant deferral / active EE | $4,811 | $5,386-10.7% | $5,016-4.1% | $4,647+3.5% |
| Admin fee / account holder | $316 | $219+44.4% | $11,033-97.1% | $430-26.5% |