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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,932 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $25,587 |
DG KRAUSE LLC5+ years Service code 10 · EIN 20-2621108 | Accounting | $7,500 |
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 | $111,299 | $95,542+16.5% | $69,455+60.2% | $67,579+64.7% |
| Participation rate | 96.0% | 79.4%+16.6pp | 74.6%+21.4pp | 71.3%+24.7pp |
| Annual return | 67.83% | 17.67%+50.2pp | 28.97%+38.9pp | 378.56%-310.7pp |
| Employer contribution / active EE | $4,785 | $2,989+60.1% | $2,779+72.2% | $2,148+122.8% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $33 | $90-63.0% | $3,839-99.1% | $142-76.7% |