Filed August 29, 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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, Service code 27 · EIN 52-1396995 | Advisory (Plan) | $7,931 |
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $512 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,346 | $51,769+95.8% | $57,343+76.7% | $52,331+93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.21% | 2.43%-0.2pp | 24.39%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $2,445 | $2,335+4.7% | $2,689-9.0% | $1,882+30.0% |
| Participant deferral / active EE | $4,093 | $2,794+46.5% | $3,162+29.4% | $3,022+35.4% |
| Admin fee / account holder | $47 | $295-84.2% | $3,356-98.6% | $592-92.1% |