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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,618 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 10 · EIN 81-3968784 | Accounting | $12,696 |
Filed as: WEALTH IMPACT ADVISORS Service code 10 2735 CRAWLS BLVD · FAIRLAWN, OH 44333 | Accounting | $8,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,875 | $70,908+8.4% | $98,907-22.3% | $73,488+4.6% |
| Participation rate | 86.4% | 73.8%+12.6pp | 76.0%+10.4pp | 70.7%+15.7pp |
| Annual return | 14.24% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,071 | $2,036-47.4% | $2,689-60.2% | $2,270-52.8% |
| Participant deferral / active EE | $3,252 | $3,500-7.1% | $4,244-23.4% | $3,740-13.0% |
| Admin fee / account holder | $171 | $535-68.1% | $6,642-97.4% | $513-66.7% |