Filed April 28, 2007
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 8-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 Service code 49 · EIN 43-1947695 | Other Services | $17,850 |
PFG9 years Service code 28 · EIN 42-0127290 | Investment Management | $14,787 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 31 · EIN 75-6769709 | Consulting fees; Named fiduciary | $14,700 |
STERN BROTHERS10+ years Service code 34 · EIN 23-4567891 | Valuation (appraisals, etc.); Consult... | $13,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $101,317-39.1% | $146,958-58.0% | $74,495-17.1% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | -10.97% | 8730.91%-8741.9pp | 418.34%-429.3pp | 1364.94%-1375.9pp |
| Employer contribution / active EE | $7,872 | $3,810+106.6% | $4,933+59.6% | $2,623+200.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $405 | $1,739-76.7% | $12,998-96.9% | $1,942-79.1% |