Filed October 3, 2006
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 COTTONWOOD Service code 16 · EIN 52-1396995 | Consulting | $43,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,318 | $78,852-48.9% | $76,768-47.5% | $75,289-46.4% |
| Participation rate | 50.1% | 85.0%-34.8pp | 77.0%-26.8pp | 72.4%-22.3pp |
| Annual return | -5.30% | -1.29%-4.0pp | 2.43%-7.7pp | -0.04%-5.3pp |
| Employer contribution / active EE | $995 | $2,794-64.4% | $2,485-60.0% | $2,405-58.6% |
| Participant deferral / active EE | $1,902 | $4,800-60.4% | $3,852-50.6% | $3,739-49.1% |
| Admin fee / account holder | $50 | $79-36.2% | $6,675-99.2% | $102-50.7% |