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 | $16,322 |
Employer contribution per participant 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 | $150,290 | $94,833+58.5% | $75,696+98.5% | $86,799+73.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 23.96% | 16.91%+7.0pp | 104.53%-80.6pp | 97.91%-73.9pp |
| Employer contribution / active EE | $295 | $2,904-89.8% | $2,743-89.2% | $2,405-87.7% |
| Participant deferral / active EE | $5,668 | $3,632+56.1% | $3,821+48.3% | $4,131+37.2% |
| Admin fee / account holder | $19 | $109-82.7% | $3,619-99.5% | $170-88.9% |