Filed March 17, 1997
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 52 · EIN 04-1590850 | Indirect Investment Fees | $958,439 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $362,056 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $14,835 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,516 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,269 | $88,581-25.2% | $74,183-10.7% | $65,292+1.5% |
| Participation rate | 82.1% | 86.2%-4.1pp | 76.6%+5.5pp | 72.4%+9.7pp |
| Annual return | 12.48% | 11.72%+0.8pp | 17.74%-5.3pp | 11.84%+0.6pp |
| Employer contribution / active EE | $1,875 | $3,021-37.9% | $2,370-20.9% | $2,302-18.6% |
| Participant deferral / active EE | $3,840 | $4,898-21.6% | $3,550+8.2% | $3,579+7.3% |
| Admin fee / account holder | $231 | $60+287.1% | $5,586-95.9% | $57+303.5% |