Filed April 23, 2007 (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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENIFITS AND INSURANCE SERVICE Service code 15 · EIN 31-1582098 | Recordkeeping | $82,515 |
EDGEWOOD MANAGEMENT LLC1+ years Filed as: EDGEWOOD MANAGEMENT Service code 28 · EIN 22-2032238 | Investment Management | $26,271 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 NEW YORK TIMES BLDG · NEW YORK, NY 10018 | Investment Management | $17,603 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 1201 NORTH CALVERT ST · BALTIMORE, MD 21202 | Investment Management | $14,861 |
DIAMOND HILL1+ years Service code 28 · EIN 31-1019984 | Investment Management | $14,042 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $12,023 |
LATEEF MANAGEMENT ASSOCIATES1+ years Filed as: LATEEF MANAGEMENT ASSOC Service code 28 · EIN 43-1992529 | Investment Management | $9,238 |
AMERICAN REALTY ADVISORS1+ years Filed as: MCKAY SHIELDS Service code 28 · EIN 13-3089070 | Investment Management | $8,911 |
DEUTSCHE BANK SECURITIES INC.1+ years Filed as: DEUTSCHE BANK SERCURITIES, INC Service code 28 100 INTERNATIONAL DRIVE, 22ND FLOOR · BALTIMORE, MD 21202 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,636 | $37,117-22.9% | $147,614-80.6% | $55,191-48.1% |
| Participation rate | 96.4% | 63.6%+32.8pp | 84.6%+11.8pp | 69.2%+27.3pp |
| Annual return | -1.11% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,298 | $1,620+41.8% | $5,564-58.7% | $1,899+21.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $115 | $86+34.2% | $11,611-99.0% | $91+26.5% |