Filed October 18, 2004
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 15 · EIN 27-1033755 | Recordkeeping | $33,611 |
Filed as: CBIZ INVESTMNET ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $16,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,543 | $62,928-70.5% | $172,739-89.3% | $67,579-72.6% |
| Participation rate | 59.7% | 64.5%-4.7pp | 82.6%-22.9pp | 71.3%-11.5pp |
| Annual return | 6.18% | 30.36%-24.2pp | 802.84%-796.7pp | 378.56%-372.4pp |
| Employer contribution / active EE | $368 | $1,636-77.5% | $5,143-92.8% | $2,148-82.9% |
| Participant deferral / active EE | $910 | $2,145-57.6% | $5,198-82.5% | $3,539-74.3% |
| Admin fee / account holder | $151 | $167-9.6% | $13,954-98.9% | $142+5.8% |