Filed October 4, 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 |
|---|---|---|
Filed as: CBIZ FINANCIAL SOLUTIONS Service code 28 · EIN 52-1396995 | Investment Management | $16,383 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,360 |
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 | $125,733 | $95,542+31.6% | $69,455+81.0% | $67,579+86.1% |
| Participation rate | 98.2% | 79.4%+18.8pp | 74.6%+23.6pp | 71.3%+26.9pp |
| Annual return | 5.36% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $4,156 | $2,989+39.1% | $2,779+49.6% | $2,148+93.5% |
| Participant deferral / active EE | $6,195 | $3,263+89.9% | $3,535+75.2% | $3,539+75.0% |
| Admin fee / account holder | $32 | $90-64.7% | $3,839-99.2% | $142-77.7% |