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 SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $63,191 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,175 |
THOMPSON HINE3 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $21,878 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE, LTD. Service code 10 · EIN 34-1818258 | Accounting | $19,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,538 | $88,515+63.3% | $162,163-10.9% | $67,579+113.9% |
| Participation rate | 96.6% | 86.8%+9.8pp | 87.6%+9.0pp | 71.3%+25.3pp |
| Annual return | 24.89% | 27.04%-2.2pp | 115.59%-90.7pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,910 | $3,563+9.7% | $5,614-30.4% | $2,148+82.0% |
| Participant deferral / active EE | $4,397 | $5,724-23.2% | $7,298-39.7% | $3,539+24.2% |
| Admin fee / account holder | $34 | $124-72.2% | $10,843-99.7% | $142-75.9% |