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 SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 | Other Fees | $21,095 |
MALONEY & NOVOTNY LLC2+ years Service code 10 · EIN 34-0677006 | Accounting | $12,200 |
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 | $103,713 | $68,408+51.6% | $57,179+81.4% | $57,658+79.9% |
| Participation rate | 99.6% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 7.38% | 8.51%-1.1pp | 14.59%-7.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $6,162 | $2,869+114.8% | $2,682+129.7% | $1,974+212.2% |
| Participant deferral / active EE | $3,259 | $2,903+12.3% | $3,096+5.3% | $3,061+6.5% |
| Admin fee / account holder | $26 | $70-62.4% | $3,139-99.2% | $95-72.3% |