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 | $613,006 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $84,000 |
Filed as: BAUKNIGHT PIETRAS & STORMER, P.A. Service code 10 · EIN 57-0940019 | Accounting | $27,100 |
HARTER SECREST & EMERY LLP6+ years Service code 10 · EIN 16-0766172 | Accounting | $13,777 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $8,711 |
Filed as: JTEKT NORTH MERICACORORATON Service code 38 · EIN 57-0570962 | Participant Communication | $7,407 |
PRUCO SECURITIES, LLC2 years Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,022 | $176,491-59.2% | $95,952-24.9% | $90,288-20.2% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.9pp |
| Annual return | 12.82% | 20.14%-7.3pp | 91.61%-78.8pp | 53.97%-41.1pp |
| Employer contribution / active EE | $2,695 | $2,789-3.3% | $2,541+6.1% | $2,524+6.8% |
| Participant deferral / active EE | $4,367 | $5,340-18.2% | $4,167+4.8% | $4,232+3.2% |
| Admin fee / account holder | $140 | $154-9.2% | $6,795-97.9% | $114+22.6% |