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 SERVICES2+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 · EIN 52-0807416 | Contract Administrator | $19,057 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $13,819 |
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 | $29,345 | $46,173-36.4% | $170,442-82.8% | $69,631-57.9% |
| Participation rate | 89.4% | 63.9%+25.5pp | 83.6%+5.8pp | 70.7%+18.7pp |
| Annual return | 13.91% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,525 | $1,610+56.8% | $5,433-53.5% | $2,032+24.2% |
| Participant deferral / active EE | $930 | $2,080-55.3% | $4,939-81.2% | $3,224-71.1% |
| Admin fee / account holder | $102 | $116-11.7% | $13,880-99.3% | $110-7.3% |