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. $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 |
|---|---|---|
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% |