Filed September 8, 1995
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 13 · EIN 06-1050034 | Contract Administrator | $176,998 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $72,000 |
BAUKNIGHT PIETRAS & STORMER PA4+ years Filed as: BAUKNIGHT PIETRAS & STORMER P.A. Service code 10 · EIN 57-0940019 | Accounting | $13,527 |
Service code 49 · EIN 57-0570962 | Other Services | $8,461 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC - GOLDSTEIN Service code 27 · EIN 34-1900735 | Advisory (Plan) | $6,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 49 · EIN 22-1211670 | Other Services | $45 |
PRUCO SECURITIES, LLC4+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $0 |
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 | $53,680 | $96,261-44.2% | $76,768-30.1% | $68,904-22.1% |
| Participation rate | 100.0% | 87.0%+13.0pp | 77.0%+23.0pp | 74.1%+25.9pp |
| Annual return | -5.34% | -0.85%-4.5pp | 2.43%-7.8pp | 1.07%-6.4pp |
| Employer contribution / active EE | $2,636 | $3,303-20.2% | $2,485+6.1% | $2,540+3.8% |
| Participant deferral / active EE | $4,066 | $5,537-26.6% | $3,852+5.6% | $4,015+1.3% |
| Admin fee / account holder | $49 | $73-32.2% | $6,675-99.3% | $71-30.7% |