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 |
|---|---|---|
TIAA1 year Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $56,254 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $23,265 |
MALONEY & NOVOTNY LLC4+ 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 | $107,234 | $70,083+53.0% | $59,878+79.1% | $55,725+92.4% |
| Participation rate | 99.5% | 78.4%+21.1pp | 74.7%+24.8pp | 70.9%+28.6pp |
| Annual return | -3.23% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $6,306 | $2,878+119.1% | $2,722+131.7% | $2,078+203.4% |
| Participant deferral / active EE | $3,346 | $3,079+8.7% | $3,402-1.6% | $3,356-0.3% |
| Admin fee / account holder | $63 | $70-10.5% | $3,590-98.2% | $115-45.4% |