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 |
|---|---|---|
Filed as: CBIZ INVESTMNET ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $23,502 |
INVESTNRETIRE, LLC1 year Service code 15 · EIN 34-1987439 | Recordkeeping | $19,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,269 | $46,292-58.4% | $143,757-86.6% | $64,808-70.3% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | -14.60% | -10.05%-4.5pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $641 | $1,910-66.4% | $4,951-87.1% | $2,506-74.4% |
| Participant deferral / active EE | $1,576 | $2,646-40.4% | $5,637-72.0% | $4,310-63.4% |
| Admin fee / account holder | $158 | $154+2.6% | $14,673-98.9% | $188-16.0% |