Filed March 11, 2019 (most recent of 3 filings on file)
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 55 · EIN 81-3968784 | Other Commissions | $37,899 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $8,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,903 | $66,310-6.6% | $93,606-33.9% | $65,185-5.0% |
| Participation rate | 85.8% | 74.0%+11.8pp | 75.8%+9.9pp | 70.2%+15.6pp |
| Annual return | 20.19% | 42.58%-22.4pp | 32.76%-12.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,152 | $2,012-42.7% | $2,718-57.6% | $2,177-47.1% |
| Participant deferral / active EE | $3,292 | $3,342-1.5% | $4,069-19.1% | $3,514-6.3% |
| Admin fee / account holder | $231 | $6,897-96.6% | $7,888-97.1% | $847-72.7% |