Filed December 21, 1992
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $42,391 |
BKD, LLP2+ years Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,724 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,316 |
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 | $118,135 | $68,408+72.7% | $57,179+106.6% | $57,658+104.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 8.15% | 8.51%-0.4pp | 14.59%-6.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $8,699 | $2,869+203.2% | $2,682+224.3% | $1,974+340.7% |
| Participant deferral / active EE | $6,698 | $2,903+130.7% | $3,096+116.3% | $3,061+118.8% |
| Admin fee / account holder | $151 | $70+116.2% | $3,139-95.2% | $95+59.3% |