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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $47,949 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,518 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,266 | $80,177+17.6% | $123,892-23.9% | $57,658+63.5% |
| Participation rate | 98.6% | 74.4%+24.2pp | 81.4%+17.2pp | 70.2%+28.4pp |
| Annual return | 9.13% | 17.90%-8.8pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,904 | $2,913-0.3% | $4,617-37.1% | $1,974+47.1% |
| Participant deferral / active EE | $6,552 | $5,130+27.7% | $5,984+9.5% | $3,061+114.1% |
| Admin fee / account holder | -$20 | $106-119.2% | $8,357-100.2% | $95-121.6% |