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 Service code 27 · EIN 81-3968784 | Advisory (Plan) | $61,273 |
CANTON DATA PRINT, LLC1 year Service code 49 · EIN 81-4265155 | Other Services | $7,749 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,225 |
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 | $116,286 | $79,124+47.0% | $60,874+91.0% | $64,808+79.4% |
| Participation rate | 99.2% | 77.7%+21.5pp | 73.1%+26.1pp | 71.5%+27.7pp |
| Annual return | -9.34% | -7.13%-2.2pp | 16.90%-26.2pp | 32.82%-42.2pp |
| Employer contribution / active EE | $7,034 | $3,050+130.6% | $2,701+160.4% | $2,506+180.7% |
| Participant deferral / active EE | $4,761 | $3,725+27.8% | $3,817+24.7% | $4,310+10.4% |
| Admin fee / account holder | $43 | $106-59.7% | $3,224-98.7% | $188-77.3% |