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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,490 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $20,892 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $20,000 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 52-1396995 | Other Services | $5,500 |
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 | $135,961 | $79,124+71.8% | $60,874+123.3% | $64,808+109.8% |
| Participation rate | 92.8% | 77.7%+15.1pp | 73.1%+19.7pp | 71.5%+21.3pp |
| Annual return | -11.40% | -7.13%-4.3pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $2,560 | $3,050-16.1% | $2,701-5.2% | $2,506+2.2% |
| Participant deferral / active EE | $5,039 | $3,725+35.3% | $3,817+32.0% | $4,310+16.9% |
| Admin fee / account holder | $60 | $106-43.5% | $3,224-98.1% | $188-68.2% |