Filed November 4, 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 BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $28,947 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,280 |
Service code 15 · EIN 31-1582098 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $82,202-45.9% | $125,339-64.5% | $64,808-31.4% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -14.87% | 3.48%-18.3pp | 572.05%-586.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,738 | $3,615+3.4% | $4,814-22.3% | $2,506+49.2% |
| Participant deferral / active EE | $8,696 | $7,175+21.2% | $7,446+16.8% | $4,310+101.7% |
| Admin fee / account holder | $43 | $163-73.6% | $10,010-99.6% | $188-77.0% |