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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $11,709 |
Service code 10 · EIN 22-2237391 | Accounting | $10,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,444 |
Filed as: CBIZ Service code 26 · EIN 52-0807416 | Advisory (Participants) | $6,541 |
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 | $45,097 | $48,064-6.2% | $78,778-42.8% | $69,631-35.2% |
| Participation rate | 93.4% | 61.6%+31.8pp | 69.2%+24.2pp | 70.7%+22.7pp |
| Annual return | 18.77% | 21.81%-3.0pp | 35.62%-16.8pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $673 | $744-9.5% | $1,986-66.1% | $2,032-66.9% |
| Participant deferral / active EE | $3,853 | $2,079+85.3% | $2,958+30.2% | $3,224+19.5% |
| Admin fee / account holder | $102 | $152-33.0% | $5,134-98.0% | $110-7.7% |