Filed March 10, 2015
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 8-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ INSURANCE SERVICES Service code 16 · EIN 52-0807416 | Consulting | $16,902 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $14,227 |
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 | $60,883 | $67,166-9.4% | $57,343+6.2% | $55,191+10.3% |
| Participation rate | 94.9% | 77.7%+17.2pp | 75.1%+19.8pp | 69.2%+25.7pp |
| Annual return | 1.61% | 4.22%-2.6pp | 24.39%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,753 | $2,812-2.1% | $2,689+2.4% | $1,899+45.0% |
| Participant deferral / active EE | $2,799 | $2,835-1.3% | $3,162-11.5% | $3,046-8.1% |
| Admin fee / account holder | $24 | $44-46.0% | $3,356-99.3% | $91-74.1% |