Filed October 21, 2013
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 CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $81,069 |
JONES DAY10+ years Service code 29 · EIN 34-0319085 | Legal | $65,870 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $15,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,937 | $76,173+224.2% | $81,382+203.4% | $199,593+23.7% |
| Participation rate | 99.2% | 76.3%+23.0pp | 69.5%+29.8pp | 72.0%+27.3pp |
| Annual return | 15.14% | 15.59%-0.5pp | 24.73%-9.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $8,890 | $2,792+218.4% | $2,463+261.0% | $3,034+193.0% |
| Participant deferral / active EE | $10,417 | $4,201+147.9% | $3,883+168.3% | $5,087+104.8% |
| Admin fee / account holder | $41 | $146-72.2% | $5,768-99.3% | $269-84.9% |