Filed November 8, 1996
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $184,363 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $94,364 |
ARROWOOD & ASSOCIATES PA6+ years Service code 10 · EIN 56-1678619 | Accounting | $13,491 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,494 | $72,066-61.8% | $81,930-66.4% | $90,288-69.5% |
| Participation rate | 78.3% | 78.9%-0.6pp | 72.0%+6.4pp | 73.4%+5.0pp |
| Annual return | 11.91% | 15.92%-4.0pp | 29.49%-17.6pp | 53.97%-42.1pp |
| Employer contribution / active EE | $651 | $2,335-72.1% | $4,310-84.9% | $2,524-74.2% |
| Participant deferral / active EE | $1,260 | $3,557-64.6% | $7,107-82.3% | $4,232-70.2% |
| Admin fee / account holder | $108 | $92+16.5% | $5,158-97.9% | $114-5.5% |