Filed April 4, 1997 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $253,779 |
Filed as: CBIZ OPERATIONS INC Service code 16 · EIN 34-1846498 | Consulting | $60,060 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $41,250 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,427 |
SB & COMPANY, LLC7+ years Service code 10 · EIN 20-2153727 | Accounting | $16,120 |
FIRST WESTERN TRUST BANK1 year Filed as: FIRST WESTERN TRUST Service code 27 · EIN 27-0083757 | Advisory (Plan) | $10,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,946 | $53,512-8.5% | $189,557-74.2% | $93,030-47.4% |
| Participation rate | 99.9% | 67.3%+32.6pp | 78.4%+21.4pp | 73.9%+25.9pp |
| Annual return | 51.52% | 20.32%+31.2pp | 64.17%-12.6pp | 158.70%-107.2pp |
| Employer contribution / active EE | $3,217 | $1,429+125.0% | $4,412-27.1% | $2,706+18.9% |
| Participant deferral / active EE | $5,571 | $3,748+48.6% | $6,174-9.8% | $4,562+22.1% |
| Admin fee / account holder | $93 | $95-1.9% | $9,807-99.0% | $152-38.5% |