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: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $85,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,311 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,493 | $91,372+47.2% | $129,995+3.5% | $74,419+80.7% |
| Participation rate | 97.3% | 77.8%+19.5pp | 78.5%+18.9pp | 70.7%+26.6pp |
| Annual return | 18.89% | 23.21%-4.3pp | -137.18%+156.1pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,987 | $2,563+55.5% | $4,320-7.7% | $2,637+51.2% |
| Participant deferral / active EE | $11,706 | $4,721+148.0% | $5,820+101.1% | $4,528+158.5% |
| Admin fee / account holder | $174 | $283-38.8% | $10,614-98.4% | $348-50.1% |