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 |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $29,510 |
Filed as: CBIZ BENE. AND INS SERV, INC. Service code 28 · EIN 31-1582098 | Investment Management | $6,109 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 28 · EIN 81-3968784 | Investment Management | $6,109 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,536 | $94,833+41.9% | $75,696+77.7% | $86,799+55.0% |
| Participation rate | 94.7% | 79.1%+15.6pp | 74.8%+19.9pp | 72.3%+22.4pp |
| Annual return | 13.35% | 16.91%-3.6pp | 104.53%-91.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $5,912 | $2,904+103.6% | $2,743+115.6% | $2,405+145.8% |
| Participant deferral / active EE | $3,933 | $3,632+8.3% | $3,821+2.9% | $4,131-4.8% |
| Admin fee / account holder | $26 | $109-76.5% | $3,619-99.3% | $170-84.9% |