Filed June 5, 1995
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES7+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 11 · EIN 52-1396995 P.O. BOX 31420 · INDEPENDENCE, OH 44131 | Actuarial | $105,489 |
NATIONWIDE7+ years Service code 51 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $25,070 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 8.57% | 20.06%-11.5pp | 12.74%-4.2pp | 18.34%-9.8pp |
| Employer contribution / active EE | $9,836 | $7,560+30.1% | $33,332-70.5% | $14,665-32.9% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |