Filed January 13, 2014
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 SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 16 6050 OAK TREE BLVD STE 500 · CLEVELAND, OH 44131 | Consulting | $18,337 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,156 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,592 | $33,745-0.5% | $64,105-47.6% | $55,191-39.1% |
| Participation rate | 94.3% | 59.4%+35.0pp | 68.2%+26.2pp | 69.2%+25.2pp |
| Annual return | -0.71% | 4.95%-5.7pp | 791.24%-792.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $769 | $641+20.1% | $1,820-57.7% | $1,899-59.5% |
| Participant deferral / active EE | $3,353 | $1,929+73.8% | $2,822+18.8% | $3,046+10.1% |
| Admin fee / account holder | $90 | $94-4.2% | $4,499-98.0% | $91-0.4% |