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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $27,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $15,810 |
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 | $100,127 | $74,552+34.3% | $62,995+58.9% | $69,631+43.8% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 15.40% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,783 | $2,929+63.3% | $2,759+73.3% | $2,032+135.3% |
| Participant deferral / active EE | $3,336 | $2,974+12.2% | $3,329+0.2% | $3,224+3.5% |
| Admin fee / account holder | $34 | $59-42.2% | $3,600-99.0% | $110-68.9% |