Filed August 1, 2001
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,604 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $17,860 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $185,342-82.0% | $111,297-70.0% | $86,799-61.6% |
| Participation rate | 80.7% | 81.0%-0.3pp | 77.3%+3.3pp | 72.3%+8.4pp |
| Annual return | 145.73% | 500.80%-355.1pp | 54.65%+91.1pp | 97.91%+47.8pp |
| Employer contribution / active EE | $2,844 | $2,246+26.6% | $2,731+4.1% | $2,405+18.2% |
| Participant deferral / active EE | $2,519 | $4,458-43.5% | $4,487-43.9% | $4,131-39.0% |
| Admin fee / account holder | $187 | $255-26.9% | $7,964-97.7% | $170+10.1% |