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; Participant loan ... | $27,035 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 16 | Consulting | $17,948 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 16 PO BOX 643792 · CINCINNATI, OH 45264 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $87,139 | $136,307-36.1% | $177,821-51.0% | $73,488+18.6% |
| Participation rate | 87.0% | 86.1%+0.9pp | 87.7%-0.7pp | 70.7%+16.4pp |
| Annual return | 14.33% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,613 | $3,712-56.5% | $5,918-72.7% | $2,270-28.9% |
| Participant deferral / active EE | $5,451 | $5,829-6.5% | $7,714-29.3% | $3,740+45.8% |
| Admin fee / account holder | $237 | $596-60.2% | $12,427-98.1% | $513-53.8% |