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 | $20,750 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $17,080 |
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 | $90,725 | $70,083+29.5% | $59,878+51.5% | $55,725+62.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -4.10% | 3.13%-7.2pp | 3.46%-7.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,563 | $2,878+58.5% | $2,722+67.6% | $2,078+119.6% |
| Participant deferral / active EE | $3,022 | $3,079-1.8% | $3,402-11.2% | $3,356-9.9% |
| Admin fee / account holder | $29 | $70-58.1% | $3,590-99.2% | $115-74.4% |