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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 | Other Fees | $19,693 |
MALONEY & NOVOTNY LLC3+ years Service code 10 · EIN 34-0677006 | Accounting | $12,400 |
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 | $113,443 | $74,552+52.2% | $62,995+80.1% | $69,631+62.9% |
| Participation rate | 99.8% | 78.3%+21.6pp | 74.8%+25.0pp | 70.7%+29.1pp |
| Annual return | 14.08% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $6,137 | $2,929+109.5% | $2,759+122.5% | $2,032+202.0% |
| Participant deferral / active EE | $3,276 | $2,974+10.2% | $3,329-1.6% | $3,224+1.6% |
| Admin fee / account holder | $22 | $59-62.6% | $3,600-99.4% | $110-79.9% |