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 INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $53,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,285 | $130,141-76.0% | $86,677-63.9% | $77,904-59.8% |
| Participation rate | 67.9% | 85.9%-18.0pp | 76.6%-8.6pp | 73.7%-5.7pp |
| Annual return | -17.16% | -12.75%-4.4pp | 35.91%-53.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,348 | $3,220-58.1% | $2,836-52.5% | $2,848-52.7% |
| Participant deferral / active EE | $2,475 | $5,757-57.0% | $4,656-46.8% | $4,806-48.5% |
| Admin fee / account holder | $31 | $132-76.2% | $7,493-99.6% | $133-76.4% |