Filed December 15, 2003 (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 64 · EIN 04-2647786 | Recordkeeping Fees | $16,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,717 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $3,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,656 | $73,360+189.9% | $177,989+19.5% | $74,495+185.5% |
| Participation rate | 70.3% | 66.6%+3.7pp | 77.1%-6.8pp | 67.2%+3.1pp |
| Annual return | 16.87% | 17.49%-0.6pp | 294.48%-277.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,184 | $2,216+43.7% | $3,949-19.4% | $2,623+21.4% |
| Participant deferral / active EE | $7,678 | $4,513+70.1% | $6,276+22.3% | $4,346+76.7% |
| Admin fee / account holder | $190 | $1,808-89.5% | $10,363-98.2% | $1,942-90.2% |