Filed April 25, 1996
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $17,231 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 | Consulting | $10,005 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,427 | $87,841-35.8% | $133,980-57.9% | $62,891-10.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 87.1%+0.4pp | 69.3%+18.2pp |
| Annual return | 12.80% | 12.05%+0.7pp | 29.30%-16.5pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,092 | $3,483-68.6% | $5,211-79.0% | $2,281-52.1% |
| Participant deferral / active EE | $4,286 | $4,812-10.9% | $6,282-31.8% | $3,203+33.8% |
| Admin fee / account holder | $166 | $5,371-96.9% | $9,324-98.2% | $4,296-96.1% |