Filed November 17, 2008
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 L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $96,089 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,685 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,545 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $130,007 | $119,446+8.8% | $150,045-13.4% | $85,563+51.9% |
| Participation rate | 98.3% | 75.4%+22.9pp | 82.3%+16.0pp | 66.0%+32.3pp |
| Annual return | 28.48% | 23.72%+4.8pp | 62.55%-34.1pp | 31.51%-3.0pp |
| Employer contribution / active EE | $3,976 | $4,078-2.5% | $4,693-15.3% | $2,654+49.8% |
| Participant deferral / active EE | $8,897 | $7,985+11.4% | $7,997+11.2% | $4,375+103.3% |
| Admin fee / account holder | $200 | $548-63.5% | $13,435-98.5% | $834-76.0% |