Filed March 20, 2006 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $103,778 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $72,627 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,761 | $54,193-10.0% | $93,606-47.9% | $77,643-37.2% |
| Participation rate | 80.7% | 63.9%+16.8pp | 68.7%+12.0pp | 70.6%+10.1pp |
| Annual return | 12.36% | 30.54%-18.2pp | 133.20%-120.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,679 | $1,168+43.7% | $2,420-30.6% | $2,726-38.4% |
| Participant deferral / active EE | $3,445 | $3,144+9.6% | $4,411-21.9% | $4,647-25.9% |
| Admin fee / account holder | $211 | $576-63.4% | $8,285-97.5% | $430-51.0% |