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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $162,063 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 28 · EIN 81-3968784 | Investment Management | $38,776 |
DG KRAUSE LLC9+ years Service code 10 · EIN 38-9726548 | Accounting | $12,500 |
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 | $135,538 | $105,179+28.9% | $64,056+111.6% | $80,160+69.1% |
| Participation rate | 86.9% | 73.5%+13.3pp | 72.3%+14.6pp | 72.9%+13.9pp |
| Annual return | 14.98% | 20.34%-5.4pp | 33.69%-18.7pp | 40.38%-25.4pp |
| Employer contribution / active EE | $5,972 | $3,311+80.4% | $2,747+117.4% | $2,978+100.5% |
| Participant deferral / active EE | $5,125 | $4,020+27.5% | $3,880+32.1% | $5,017+2.2% |
| Admin fee / account holder | $102 | $113-10.1% | $3,068-96.7% | $145-29.7% |