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 |
|---|---|---|
TIAA2 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $48,921 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $21,118 |
MALONEY & NOVOTNY LLC5+ 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 | $167,182 | $95,542+75.0% | $69,455+140.7% | $67,579+147.4% |
| Participation rate | 99.5% | 79.4%+20.1pp | 74.6%+24.9pp | 71.3%+28.2pp |
| Annual return | 59.53% | 17.67%+41.9pp | 28.97%+30.6pp | 378.56%-319.0pp |
| Employer contribution / active EE | $6,519 | $2,989+118.1% | $2,779+134.6% | $2,148+203.5% |
| Participant deferral / active EE | $3,461 | $3,263+6.1% | $3,535-2.1% | $3,539-2.2% |
| Admin fee / account holder | $56 | $90-38.0% | $3,839-98.6% | $142-60.9% |