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 | $89,330 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $69,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,536 | $69,823-0.4% | $77,163-9.9% | $74,419-6.6% |
| Participation rate | 65.1% | 70.0%-5.0pp | 69.6%-4.5pp | 70.7%-5.7pp |
| Annual return | 24.58% | 19.98%+4.6pp | 37.87%-13.3pp | 34.38%-9.8pp |
| Employer contribution / active EE | $1,224 | $2,150-43.1% | $2,535-51.7% | $2,637-53.6% |
| Participant deferral / active EE | $4,329 | $3,558+21.7% | $3,833+12.9% | $4,528-4.4% |
| Admin fee / account holder | $241 | $398-39.4% | $5,472-95.6% | $348-30.7% |