Filed December 29, 2008 (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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 · EIN 52-0807416 | Contract Administrator | $28,261 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $22,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,328 | $36,916+9.2% | $156,549-74.2% | $57,658-30.1% |
| Participation rate | 63.6% | 63.4%+0.1pp | 84.0%-20.4pp | 70.2%-6.7pp |
| Annual return | -1.60% | 12.38%-14.0pp | 32.23%-33.8pp | 5.13%-6.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $822 | $1,926-57.3% | $4,871-83.1% | $3,061-73.1% |
| Admin fee / account holder | $223 | $82+169.8% | $13,027-98.3% | $95+135.4% |