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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, Service code 27 · EIN 52-1396995 | Advisory (Plan) | $16,934 |
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 | $104,717 | $55,002+90.4% | $59,878+74.9% | $56,287+86.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -3.60% | 1.13%-4.7pp | 3.46%-7.1pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,373 | $2,448-3.1% | $2,722-12.8% | $2,111+12.4% |
| Participant deferral / active EE | $3,994 | $3,121+28.0% | $3,402+17.4% | $3,350+19.2% |
| Admin fee / account holder | $89 | $236-62.4% | $3,590-97.5% | $521-83.0% |