Filed February 3, 2009 (most recent of 2 filings on file)
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 | $116,708 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $43,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$195,626 |
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 | $154,047 | $182,927-15.8% | $200,582-23.2% | $117,739+30.8% |
| Participation rate | 97.9% | 92.5%+5.4pp | 86.9%+11.0pp | 76.6%+21.3pp |
| Annual return | 35.51% | 15.76%+19.7pp | 42.33%-6.8pp | 17.29%+18.2pp |
| Employer contribution / active EE | $4,093 | $5,985-31.6% | $6,419-36.2% | $3,746+9.3% |
| Participant deferral / active EE | $9,818 | $9,711+1.1% | $9,331+5.2% | $6,128+60.2% |
| Admin fee / account holder | -$6 | $95-106.0% | $16,305-100.0% | $112-105.1% |