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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, Service code 27 · EIN 52-1396995 | Advisory (Plan) | $14,613 |
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 | $113,912 | $57,976+96.5% | $62,995+80.8% | $62,292+82.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.39% | 17.54%-3.2pp | 87.57%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $4,289 | $2,415+77.6% | $2,759+55.5% | $2,042+110.0% |
| Participant deferral / active EE | $2,832 | $2,956-4.2% | $3,329-14.9% | $3,169-10.6% |
| Admin fee / account holder | $78 | $276-71.8% | $3,600-97.8% | $479-83.8% |