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 | Recordkeeping fees; Float revenue; Sa... | $26,443 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $14,545 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 16 | Consulting | $14,545 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,941 | $79,523-20.9% | $140,016-55.0% | $56,287+11.8% |
| Participation rate | 88.6% | 85.7%+2.9pp | 87.5%+1.1pp | 69.9%+18.7pp |
| Annual return | -5.01% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,542 | $3,350-54.0% | $5,606-72.5% | $2,111-27.0% |
| Participant deferral / active EE | $4,889 | $5,129-4.7% | $6,927-29.4% | $3,350+45.9% |
| Admin fee / account holder | $245 | $614-60.1% | $10,705-97.7% | $521-53.0% |