Filed December 27, 2011
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 9-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 15 · EIN 35-0145825 | Recordkeeping | $116,792 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 26 · EIN 81-3968784 | Advisory (Participants) | $40,147 |
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 | $16,880 | $50,815-66.8% | $155,509-89.1% | $77,643-78.3% |
| Participation rate | 85.0% | 63.1%+21.9pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 46.58% | 34.80%+11.8pp | 64.67%-18.1pp | 31.24%+15.3pp |
| Employer contribution / active EE | $941 | $1,993-52.8% | $4,672-79.9% | $2,726-65.5% |
| Participant deferral / active EE | $1,912 | $2,822-32.2% | $5,626-66.0% | $4,647-58.9% |
| Admin fee / account holder | $43 | $437-90.1% | $15,912-99.7% | $430-89.9% |