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 | $16,390 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $12,875 |
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 | $132,116 | $84,948+55.5% | $70,449+87.5% | $73,409+80.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 3.89% | 13.39%-9.5pp | 109.03%-105.1pp | 59.29%-55.4pp |
| Employer contribution / active EE | $3,480 | $2,834+22.8% | $2,737+27.2% | $2,234+55.8% |
| Participant deferral / active EE | $6,157 | $3,387+81.8% | $3,709+66.0% | $3,805+61.8% |
| Admin fee / account holder | $34 | $98-65.4% | $3,845-99.1% | $158-78.5% |