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 | Shareholder servicing fees; Recordkee... | $29,343 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 16 | Consulting | $15,632 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,025 | $98,982-19.2% | $162,163-50.7% | $65,185+22.8% |
| Participation rate | 86.5% | 85.8%+0.8pp | 87.6%-1.0pp | 70.2%+16.3pp |
| Annual return | 20.31% | 24.84%-4.5pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,557 | $3,467-55.1% | $5,614-72.3% | $2,177-28.5% |
| Participant deferral / active EE | $4,853 | $5,384-9.9% | $7,298-33.5% | $3,514+38.1% |
| Admin fee / account holder | $272 | $596-54.4% | $10,843-97.5% | $847-67.9% |