Filed September 3, 2013 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $291,855 |
STATE STREET GLOBAL ADVISORS7+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $221,429 |
THE CONCORD ADVISORY GROUP7+ years Filed as: THE CONCORD ADVISORY GROUP, LTD Service code 27 · EIN 22-3039644 | Advisory (Plan) | $69,444 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $27,108 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 12.24% | 35.98%-23.7pp | 10.75%+1.5pp | 15.63%-3.4pp |
| Employer contribution / active EE | $6,288 | $8,396-25.1% | $35,162-82.1% | $11,476-45.2% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |