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 SERVICES2+ years Filed as: CBIZ BENIFITS AND INSURANCE SERVICE Service code 15 · EIN 31-1582098 | Recordkeeping | $63,973 |
EDGEWOOD MANAGEMENT LLC2+ years Filed as: EDGEWOOD MANAGEMENT Service code 28 · EIN 22-2032238 | Investment Management | $25,599 |
FRANKLIN TEMPLETON2+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 NEW YORK TIMES BLDG · NEW YORK, NY 10018 | Investment Management | $18,496 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 1201 NORTH CALVERT ST · BALTIMORE, MD 21202 | Investment Management | $15,194 |
Filed as: MCKAY SHEILDS Service code 28 · EIN 13-3089070 | Investment Management | $14,217 |
DIAMOND HILL2+ years Service code 28 · EIN 31-1019984 | Investment Management | $13,140 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $11,560 |
Filed as: ALEX BROWN - RAYMOND JAMES Service code 28 100 INTERNATIONAL DRIVE, SUITE 2200 · BALTIMORE, MD 21202 | Investment Management | $0 |
Filed as: DEUTSCHE BANK SECURITIES, INC Service code 28 100 INTERNATIONAL DRIVE, 22ND FLOOR · BALTIMORE, MD 21202 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,676 | $36,916-16.9% | $156,549-80.4% | $57,658-46.8% |
| Participation rate | 96.2% | 63.4%+32.8pp | 84.0%+12.2pp | 70.2%+26.0pp |
| Annual return | 5.31% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,301 | $1,571+46.5% | $5,501-58.2% | $1,974+16.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $103 | $82+25.1% | $13,027-99.2% | $95+9.1% |