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 | $262,381 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $38,973 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $38,408 |
ARROWOOD & ASSOCIATES PA7+ years Service code 10 · EIN 56-1678619 | Accounting | $13,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,752 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,077 | $77,197-63.6% | $86,874-67.7% | $93,030-69.8% |
| Participation rate | 74.0% | 78.2%-4.2pp | 71.6%+2.4pp | 73.9%+0.1pp |
| Annual return | 12.86% | 16.31%-3.4pp | 63.52%-50.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $727 | $2,514-71.1% | $2,495-70.9% | $2,706-73.1% |
| Participant deferral / active EE | $1,379 | $3,831-64.0% | $3,699-62.7% | $4,562-69.8% |
| Admin fee / account holder | $92 | $105-12.8% | $5,828-98.4% | $152-39.6% |