Filed December 30, 1992 (most recent of 2 filings on file)
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 17 · EIN 52-1396995 | Pension Consulting | $41,750 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,743 |
MEADEN & MOORE, LTD.2+ years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $17,800 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,215 | $71,802+61.9% | $133,980-13.3% | $57,658+101.6% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.1%+9.7pp | 70.2%+26.6pp |
| Annual return | 8.75% | 13.51%-4.8pp | 29.30%-20.6pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,444 | $3,161+8.9% | $5,211-33.9% | $1,974+74.5% |
| Participant deferral / active EE | $3,784 | $4,606-17.8% | $6,282-39.8% | $3,061+23.6% |
| Admin fee / account holder | $31 | $88-64.1% | $9,324-99.7% | $95-66.7% |