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 | $22,922 |
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 | $81,929 | $106,028-22.7% | $146,958-44.3% | $77,643+5.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.53% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,708 | $4,063+15.9% | $4,933-4.6% | $2,726+72.7% |
| Participant deferral / active EE | $13,006 | $7,990+62.8% | $8,070+61.2% | $4,647+179.9% |
| Admin fee / account holder | $16 | $337-95.3% | $12,998-99.9% | $430-96.3% |