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 |
|---|---|---|
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $10,000 |
Filed as: CBIZ INVESTMENT ADVISORY, LLC Service code 26 · EIN 81-3968784 | Advisory (Participants) | $9,336 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $837 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,266 | $96,018+60.7% | $65,493+135.5% | $85,563+80.3% |
| Participation rate | 95.7% | 74.8%+20.9pp | 73.1%+22.6pp | 66.0%+29.8pp |
| Annual return | 10.28% | 14.51%-4.2pp | 982.45%-972.2pp | 31.51%-21.2pp |
| Employer contribution / active EE | $1,707 | $3,235-47.2% | $2,574-33.7% | $2,654-35.7% |
| Participant deferral / active EE | $4,937 | $4,055+21.8% | $3,961+24.6% | $4,375+12.8% |
| Admin fee / account holder | $20 | $271-92.5% | $5,028-99.6% | $834-97.6% |