Filed September 8, 2009
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 28 · EIN 81-3968784 | Investment Management | $5,931 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $5,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,356 | $84,948+42.9% | $70,449+72.3% | $73,409+65.3% |
| Participation rate | 98.3% | 79.9%+18.4pp | 75.1%+23.3pp | 72.2%+26.1pp |
| Annual return | 12.16% | 13.39%-1.2pp | 109.03%-96.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $4,027 | $2,834+42.1% | $2,737+47.2% | $2,234+80.3% |
| Participant deferral / active EE | $3,579 | $3,387+5.7% | $3,709-3.5% | $3,805-5.9% |
| Admin fee / account holder | $7 | $98-92.5% | $3,845-99.8% | $158-95.4% |