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 SERVICES2+ years Service code 16 P.O. BOX 643792 · CINCINNATI, OH 452643792 | Consulting | $9,000 |
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 | $91,508 | $68,408+33.8% | $57,179+60.0% | $57,658+58.7% |
| Participation rate | 99.4% | 79.1%+20.3pp | 75.3%+24.1pp | 70.2%+29.2pp |
| Annual return | 6.74% | 8.51%-1.8pp | 14.59%-7.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,984 | $2,869+73.7% | $2,682+85.8% | $1,974+152.5% |
| Participant deferral / active EE | $3,661 | $2,903+26.1% | $3,096+18.3% | $3,061+19.6% |
| Admin fee / account holder | $7 | $70-89.4% | $3,139-99.8% | $95-92.2% |