Filed July 18, 2006
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 |
|---|---|---|
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,516 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $13,375 |
Filed as: CBIZ FINANCIAL SERVICES Service code 49 · EIN 52-1396995 | Other Services | $7,125 |
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 | $149,998 | $84,948+76.6% | $70,449+112.9% | $73,409+104.3% |
| Participation rate | 98.4% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.2pp |
| Annual return | 13.63% | 13.39%+0.2pp | 109.03%-95.4pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,676 | $2,834-5.6% | $2,737-2.2% | $2,234+19.8% |
| Participant deferral / active EE | $4,486 | $3,387+32.4% | $3,709+21.0% | $3,805+17.9% |
| Admin fee / account holder | $45 | $98-54.0% | $3,845-98.8% | $158-71.4% |