Filed March 3, 1997 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,539 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $29,403 |
Filed as: SEQUOIA FINANCIAL ADVISORS, LLC Service code 27 · EIN 34-1913859 | Advisory (Plan) | $28,114 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,788 | $55,790-7.2% | $76,817-32.6% | $67,579-23.4% |
| Participation rate | 89.1% | 71.1%+18.0pp | 72.1%+17.0pp | 71.3%+17.8pp |
| Annual return | 20.06% | 64.45%-44.4pp | 1166.11%-1146.0pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,122 | $1,810-38.0% | $2,302-51.3% | $2,148-47.8% |
| Participant deferral / active EE | $3,821 | $2,875+32.9% | $3,336+14.6% | $3,539+8.0% |
| Admin fee / account holder | $214 | $159+34.3% | $6,420-96.7% | $142+50.2% |