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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $56,145 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,465 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE, LTD. Service code 10 · EIN 34-1818258 | Accounting | $19,800 |
THOMPSON HINE2 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $2,035 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,977 | $82,546+45.3% | $140,016-14.3% | $75,289+59.4% |
| Participation rate | 96.5% | 88.4%+8.1pp | 87.5%+9.0pp | 72.4%+24.1pp |
| Annual return | -1.41% | -0.36%-1.0pp | 651.12%-652.5pp | -0.04%-1.4pp |
| Employer contribution / active EE | $3,712 | $3,856-3.7% | $5,606-33.8% | $2,405+54.3% |
| Participant deferral / active EE | $4,118 | $5,731-28.1% | $6,927-40.5% | $3,739+10.2% |
| Admin fee / account holder | $27 | $86-68.1% | $10,705-99.7% | $102-73.3% |