Filed November 20, 1998
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: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $43,005 |
Filed as: VOYA INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,366 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $10,556 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $3,176 |
Filed as: CBIZ BENEFITS AND INSURANCE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,758 | $82,972-64.1% | $103,374-71.2% | $77,671-61.7% |
| Participation rate | 77.4% | 71.5%+5.9pp | 74.5%+2.9pp | 70.6%+6.8pp |
| Annual return | 9.93% | 19.14%-9.2pp | 24.89%-15.0pp | 31.21%-21.3pp |
| Employer contribution / active EE | $837 | $3,554-76.5% | $3,869-78.4% | $2,726-69.3% |
| Participant deferral / active EE | $2,132 | $4,108-48.1% | $5,058-57.8% | $4,648-54.1% |
| Admin fee / account holder | $39 | $639-93.9% | $8,394-99.5% | $430-90.9% |