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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,419 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,170 |
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 | $118,321 | $71,142+66.3% | $119,609-1.1% | $64,808+82.6% |
| Participation rate | 97.4% | 78.6%+18.8pp | 79.3%+18.1pp | 71.5%+25.9pp |
| Annual return | -15.76% | -10.01%-5.7pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,112 | $2,497+24.6% | $4,232-26.5% | $2,506+24.2% |
| Participant deferral / active EE | $10,336 | $4,490+130.2% | $5,602+84.5% | $4,310+139.8% |
| Admin fee / account holder | $201 | $162+23.8% | $10,323-98.1% | $188+6.8% |