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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $72,328 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $63,943 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $21,500 |
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 | $165,243 | $91,762+80.1% | $67,502+144.8% | $77,643+112.8% |
| Participation rate | 96.4% | 75.9%+20.5pp | 72.9%+23.5pp | 70.6%+25.9pp |
| Annual return | 11.96% | 14.87%-2.9pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,810 | $3,181+19.8% | $2,731+39.5% | $2,726+39.8% |
| Participant deferral / active EE | $5,766 | $3,903+47.7% | $4,000+44.2% | $4,647+24.1% |
| Admin fee / account holder | $112 | $176-36.2% | $3,998-97.2% | $430-73.9% |