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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $152,094 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 28 · EIN 81-3968784 | Investment Management | $32,955 |
DG KRAUSE LLC8+ years Service code 10 · EIN 20-2621108 | Accounting | $25,000 |
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 | $120,184 | $98,780+21.7% | $60,874+97.4% | $77,904+54.3% |
| Participation rate | 93.3% | 76.7%+16.6pp | 73.1%+20.1pp | 73.7%+19.6pp |
| Annual return | -12.37% | -11.56%-0.8pp | 16.90%-29.3pp | 12.21%-24.6pp |
| Employer contribution / active EE | $5,807 | $3,605+61.1% | $2,701+115.0% | $2,848+103.9% |
| Participant deferral / active EE | $5,233 | $4,200+24.6% | $3,817+37.1% | $4,806+8.9% |
| Admin fee / account holder | $100 | $89+12.9% | $3,224-96.9% | $133-24.5% |