Filed November 20, 2018 (most recent of 3 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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $195,125 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $65,929 |
BARNES WENDLING CPAS INC1 year Service code 10 · EIN 34-1463411 | Accounting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,828 | $113,293+27.8% | $67,502+114.6% | $199,593-27.4% |
| Participation rate | 86.7% | 73.3%+13.4pp | 72.9%+13.9pp | 72.0%+14.8pp |
| Annual return | 12.00% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.3pp |
| Employer contribution / active EE | $6,223 | $3,401+83.0% | $2,731+127.9% | $3,034+105.1% |
| Participant deferral / active EE | $5,272 | $4,159+26.8% | $4,000+31.8% | $5,087+3.7% |
| Admin fee / account holder | $136 | $103+32.5% | $3,998-96.6% | $269-49.5% |