Filed October 22, 2004
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 SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 | Other Fees | $26,083 |
MALONEY & NOVOTNY LLC1+ years Service code 10 · EIN 34-0677006 | Accounting | $9,525 |
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 | $97,607 | $67,166+45.3% | $57,343+70.2% | $55,191+76.9% |
| Participation rate | 96.9% | 77.7%+19.2pp | 75.1%+21.8pp | 69.2%+27.8pp |
| Annual return | 1.44% | 4.22%-2.8pp | 24.39%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $5,637 | $2,812+100.5% | $2,689+109.7% | $1,899+196.9% |
| Participant deferral / active EE | $2,996 | $2,835+5.7% | $3,162-5.3% | $3,046-1.7% |
| Admin fee / account holder | $25 | $44-42.2% | $3,356-99.2% | $91-72.3% |