Filed April 7, 2006
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 Service code 28 · EIN 81-3968784 | Investment Management | $28,125 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,904 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,460 | $91,621+87.1% | $67,511+154.0% | $77,671+120.8% |
| Participation rate | 95.3% | 76.0%+19.4pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 11.51% | 14.87%-3.4pp | 3517.41%-3505.9pp | 31.21%-19.7pp |
| Employer contribution / active EE | $4,244 | $3,184+33.3% | $2,733+55.3% | $2,726+55.7% |
| Participant deferral / active EE | $3,105 | $3,906-20.5% | $4,000-22.4% | $4,648-33.2% |
| Admin fee / account holder | $87 | $176-50.8% | $3,999-97.8% | $430-79.8% |