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 | $58,046 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $28,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,357 | $72,254-60.8% | $86,677-67.3% | $64,808-56.2% |
| Participation rate | 94.6% | 80.4%+14.2pp | 76.6%+18.0pp | 71.5%+23.1pp |
| Annual return | -17.89% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,929 | $2,393+22.4% | $2,836+3.3% | $2,506+16.9% |
| Participant deferral / active EE | $3,155 | $4,658-32.3% | $4,656-32.2% | $4,310-26.8% |
| Admin fee / account holder | $189 | $174+8.4% | $7,493-97.5% | $188+0.4% |