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 SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 17 · EIN 52-1396995 | Pension Consulting | $51,872 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,806 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE, LTD. Service code 10 · EIN 34-1818258 | Accounting | $19,750 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $6,543 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,009 | $81,537+53.3% | $149,718-16.5% | $69,631+79.5% |
| Participation rate | 96.2% | 86.1%+10.0pp | 87.1%+9.1pp | 70.7%+25.5pp |
| Annual return | 11.88% | 22.79%-10.9pp | 1501.63%-1489.7pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $3,590 | $3,239+10.8% | $5,445-34.1% | $2,032+76.7% |
| Participant deferral / active EE | $3,895 | $4,994-22.0% | $6,569-40.7% | $3,224+20.8% |
| Admin fee / account holder | $29 | $107-72.8% | $11,283-99.7% | $110-73.7% |