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 INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $15,382 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,161 | $79,124+50.6% | $60,874+95.7% | $64,808+83.9% |
| Participation rate | 86.2% | 77.7%+8.4pp | 73.1%+13.0pp | 71.5%+14.7pp |
| Annual return | -0.56% | -7.13%+6.6pp | 16.90%-17.5pp | 32.82%-33.4pp |
| Employer contribution / active EE | $1,937 | $3,050-36.5% | $2,701-28.3% | $2,506-22.7% |
| Participant deferral / active EE | $3,834 | $3,725+2.9% | $3,817+0.4% | $4,310-11.1% |
| Admin fee / account holder | $15 | $106-85.8% | $3,224-99.5% | $188-92.0% |