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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,421 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $34,944 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $21,000 |
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 | $151,097 | $83,884+80.1% | $64,056+135.9% | $74,419+103.0% |
| Participation rate | 96.9% | 76.6%+20.3pp | 72.3%+24.6pp | 70.7%+26.2pp |
| Annual return | 13.79% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $3,738 | $3,084+21.2% | $2,747+36.1% | $2,637+41.7% |
| Participant deferral / active EE | $5,199 | $3,692+40.8% | $3,880+34.0% | $4,528+14.8% |
| Admin fee / account holder | $78 | $196-60.4% | $3,068-97.5% | $348-77.7% |