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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, Service code 27 · EIN 52-1396995 | Advisory (Plan) | $10,422 |
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 | $120,207 | $60,795+97.7% | $69,455+73.1% | $65,185+84.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.45% | 17.46%+1.0pp | 28.97%-10.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $2,133 | $2,452-13.0% | $2,779-23.3% | $2,177-2.0% |
| Participant deferral / active EE | $3,924 | $3,162+24.1% | $3,535+11.0% | $3,514+11.7% |
| Admin fee / account holder | $56 | $314-82.2% | $3,839-98.5% | $847-93.4% |