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 SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 6050 OAK TREE BLVD STE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $19,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,156 |
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 | $36,713 | $37,044-0.9% | $71,796-48.9% | $57,658-36.3% |
| Participation rate | 94.2% | 61.1%+33.1pp | 69.1%+25.1pp | 70.2%+24.0pp |
| Annual return | 8.31% | 12.64%-4.3pp | 78.04%-69.7pp | 5.13%+3.2pp |
| Employer contribution / active EE | $803 | $720+11.4% | $1,924-58.3% | $1,974-59.3% |
| Participant deferral / active EE | $3,588 | $1,974+81.8% | $2,794+28.4% | $3,061+17.2% |
| Admin fee / account holder | $73 | $101-27.5% | $4,815-98.5% | $95-22.6% |