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 | $69,816 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $31,409 |
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 | $34,180 | $99,078-65.5% | $96,544-64.6% | $74,419-54.1% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.0%+19.0pp | 70.7%+24.2pp |
| Annual return | 17.37% | 22.48%-5.1pp | 25.84%-8.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,484 | $2,570-3.4% | $2,965-16.2% | $2,637-5.8% |
| Participant deferral / active EE | $3,355 | $4,933-32.0% | $4,851-30.8% | $4,528-25.9% |
| Admin fee / account holder | $210 | $225-6.4% | $8,252-97.5% | $348-39.5% |