Filed July 18, 2006 (most recent of 2 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: MASS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $138,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $0 |
Filed as: CBIZ INVESTMENTADVISOR SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 06-1483806 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $0 |
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 | $126,729 | $78,419+61.6% | $133,956-5.4% | $73,409+72.6% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.8%+16.4pp | 72.2%+24.0pp |
| Annual return | 17.66% | 33.35%-15.7pp | 45.09%-27.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,427 | $2,044-30.2% | $3,919-63.6% | $2,234-36.1% |
| Participant deferral / active EE | $9,377 | $3,925+138.9% | $5,048+85.8% | $3,805+146.4% |
| Admin fee / account holder | $149 | $161-7.8% | $8,927-98.3% | $158-5.8% |