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 16 · EIN 81-3968784 | Consulting | $54,229 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$581 |
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 | $39,444 | $110,299-64.2% | $102,423-61.5% | $199,593-80.2% |
| Participation rate | 49.5% | 86.3%-36.8pp | 76.5%-27.0pp | 72.0%-22.5pp |
| Annual return | 17.49% | 35.73%-18.2pp | 29.32%-11.8pp | 34.25%-16.8pp |
| Employer contribution / active EE | $1,495 | $3,603-58.5% | $3,023-50.6% | $3,034-50.7% |
| Participant deferral / active EE | $2,757 | $6,376-56.8% | $5,053-45.4% | $5,087-45.8% |
| Admin fee / account holder | $31 | $122-74.3% | $9,451-99.7% | $269-88.3% |