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 | $24,800 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $19,807 |
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 | $107,212 | $84,948+26.2% | $70,449+52.2% | $73,409+46.0% |
| Participation rate | 99.1% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 13.07% | 13.39%-0.3pp | 109.03%-96.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,318 | $2,834+17.1% | $2,737+21.2% | $2,234+48.5% |
| Participant deferral / active EE | $2,758 | $3,387-18.6% | $3,709-25.6% | $3,805-27.5% |
| Admin fee / account holder | $33 | $98-66.8% | $3,845-99.2% | $158-79.4% |