Filed September 15, 2008
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY, LLC Service code 99 · EIN 81-3968784 | Other Fees | $10,906 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $7,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,985 | $46,464+29.1% | $150,298-60.1% | $79,634-24.7% |
| Participation rate | 43.1% | 57.0%-13.8pp | 77.8%-34.7pp | 62.5%-19.4pp |
| Annual return | 12.66% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.8pp |
| Employer contribution / active EE | $2,052 | $1,512+35.8% | $4,154-50.6% | $2,529-18.9% |
| Participant deferral / active EE | $956 | $2,157-55.7% | $5,453-82.5% | $3,835-75.1% |
| Admin fee / account holder | $296 | $891-66.7% | $14,116-97.9% | $1,002-70.4% |