Filed December 19, 2013
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 16 P.O. BOX 643792 · CINCINNATI, OH 452643792 | Consulting | $22,500 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $16,200 |
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 | $88,610 | $67,166+31.9% | $57,343+54.5% | $55,191+60.6% |
| Participation rate | 84.4% | 77.7%+6.7pp | 75.1%+9.3pp | 69.2%+15.2pp |
| Annual return | 1.95% | 4.22%-2.3pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,558 | $2,812+62.1% | $2,689+69.5% | $1,899+140.0% |
| Participant deferral / active EE | $3,525 | $2,835+24.3% | $3,162+11.5% | $3,046+15.7% |
| Admin fee / account holder | $32 | $44-25.5% | $3,356-99.0% | $91-64.2% |