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) | $53,259 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,057 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $8,500 |
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 | $154,742 | $91,762+68.6% | $67,502+129.2% | $77,643+99.3% |
| Participation rate | 77.5% | 75.9%+1.6pp | 72.9%+4.6pp | 70.6%+6.9pp |
| Annual return | 12.17% | 14.87%-2.7pp | 3512.12%-3500.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $5,934 | $3,181+86.6% | $2,731+117.3% | $2,726+117.7% |
| Participant deferral / active EE | $4,115 | $3,903+5.4% | $4,000+2.9% | $4,647-11.5% |
| Admin fee / account holder | $52 | $176-70.7% | $3,998-98.7% | $430-88.0% |