Filed June 8, 2009 (most recent of 5 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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 | Investment Management | $31,758 |
JACOB, HAXTON & BOORD, LLC10+ years Service code 14 · EIN 20-0754801 | Plan Administrator | $17,400 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ, INC. Service code 11 · EIN 22-2769024 | Actuarial | $14,310 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Bank Trustee | $13,287 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -0.92% | 7.68%-8.6pp | 8.91%-9.8pp | 13.05%-14.0pp |
| Employer contribution / active EE | $0 | $38,001-100.0% | $24,376-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,864-100.0% |