Filed February 1, 2022 (most recent of 2 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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $49,864 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $12,000 |
Filed as: CBIZ INVESTMENT ADVISORY Service code 27 · EIN 81-3968784 | Advisory (Plan) | $7,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,711 | $91,621-1.0% | $67,511+34.4% | $77,671+16.8% |
| Participation rate | 97.5% | 76.0%+21.5pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 11.71% | 14.87%-3.2pp | 3517.41%-3505.7pp | 31.21%-19.5pp |
| Employer contribution / active EE | $5,788 | $3,184+81.8% | $2,733+111.8% | $2,726+112.3% |
| Participant deferral / active EE | $3,092 | $3,906-20.8% | $4,000-22.7% | $4,648-33.5% |
| Admin fee / account holder | $121 | $176-31.1% | $3,999-97.0% | $430-71.8% |