Filed June 28, 2006 (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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $30,761 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,086 |
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 | $34,066 | $63,964-46.7% | $147,614-76.9% | $67,505-49.5% |
| Participation rate | 98.8% | 68.6%+30.2pp | 84.6%+14.2pp | 71.2%+27.6pp |
| Annual return | 1.15% | 9.05%-7.9pp | 61.98%-60.8pp | 6.52%-5.4pp |
| Employer contribution / active EE | $2,692 | $1,618+66.4% | $5,564-51.6% | $2,173+23.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $5 | $43-88.9% | $11,611-100.0% | $56-91.6% |