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 ADV. SERVICES LLC Service code 27 · EIN 81-3968784 | Advisory (Plan) | $56,595 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $12,000 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,891 |
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 | $142,826 | $83,884+70.3% | $64,056+123.0% | $74,419+91.9% |
| Participation rate | 98.6% | 76.6%+22.0pp | 72.3%+26.3pp | 70.7%+27.8pp |
| Annual return | 13.78% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $5,938 | $3,084+92.6% | $2,747+116.2% | $2,637+125.1% |
| Participant deferral / active EE | $4,221 | $3,692+14.3% | $3,880+8.8% | $4,528-6.8% |
| Admin fee / account holder | $50 | $196-74.5% | $3,068-98.4% | $348-85.7% |