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 |
|---|---|---|
Service code 15 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Recordkeeping | $25,640 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 99 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Other Fees | $7,500 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Advisory (Participants) | $7,500 |
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 | $75,081 | $84,948-11.6% | $70,449+6.6% | $73,409+2.3% |
| Participation rate | 73.9% | 79.9%-6.1pp | 75.1%-1.2pp | 72.2%+1.7pp |
| Annual return | 12.34% | 13.39%-1.0pp | 109.03%-96.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,624 | $2,834-42.7% | $2,737-40.7% | $2,234-27.3% |
| Participant deferral / active EE | $3,057 | $3,387-9.7% | $3,709-17.6% | $3,805-19.7% |
| Admin fee / account holder | $42 | $98-57.5% | $3,845-98.9% | $158-73.6% |