Filed September 1, 2009
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $82,500 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $15,080 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $769 |
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 | $180,615 | $68,408+164.0% | $57,179+215.9% | $57,658+213.3% |
| Participation rate | 97.9% | 79.1%+18.7pp | 75.3%+22.5pp | 70.2%+27.6pp |
| Annual return | 7.20% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $10,122 | $2,869+252.8% | $2,682+277.4% | $1,974+412.8% |
| Participant deferral / active EE | $10,810 | $2,903+272.4% | $3,096+249.2% | $3,061+253.2% |
| Admin fee / account holder | $123 | $70+76.2% | $3,139-96.1% | $95+29.8% |