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 | $13,102 |
Service code 49 · EIN 31-1582098 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,470 | $95,274-32.3% | $135,903-52.6% | $74,419-13.4% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.5pp |
| Annual return | 24.91% | 32.77%-7.9pp | 68.23%-43.3pp | 34.38%-9.5pp |
| Employer contribution / active EE | $4,535 | $3,874+17.1% | $4,856-6.6% | $2,637+72.0% |
| Participant deferral / active EE | $11,448 | $7,782+47.1% | $7,758+47.6% | $4,528+152.8% |
| Admin fee / account holder | $18 | $266-93.1% | $10,762-99.8% | $348-94.7% |