Filed January 6, 2006 (most recent of 2 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 |
|---|---|---|
Service code 16 29 SAWYER ROAD · WALTHAM, MA 02453 | Consulting | $125,000 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $102,299 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $37,275 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS INC. Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $31,937 |
Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $1,341 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,844 | $122,186+213.3% | $146,958+160.5% | $199,593+91.8% |
| Participation rate | 94.2% | 78.3%+15.9pp | 82.2%+12.0pp | 72.0%+22.2pp |
| Annual return | 15.68% | 30.56%-14.9pp | 418.34%-402.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $7,023 | $4,093+71.6% | $4,933+42.4% | $3,034+131.5% |
| Participant deferral / active EE | $13,854 | $8,502+62.9% | $8,070+71.7% | $5,087+172.3% |
| Admin fee / account holder | $153 | $179-14.2% | $12,998-98.8% | $269-42.9% |