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 | $564,647 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $78,000 |
Filed as: BAUKNIGHT PIETRAS & STORMER, P.A. Service code 10 · EIN 57-0940019 | Accounting | $18,500 |
PRUCO SECURITIES, LLC4 years Service code 33 · EIN 22-1921421 | Securities brokerage; Securities brok... | $0 |
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 | $62,320 | $130,141-52.1% | $86,677-28.1% | $77,904-20.0% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -14.77% | -12.75%-2.0pp | 35.91%-50.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,060 | $3,220-5.0% | $2,836+7.9% | $2,848+7.5% |
| Participant deferral / active EE | $5,202 | $5,757-9.6% | $4,656+11.7% | $4,806+8.3% |
| Admin fee / account holder | $114 | $132-13.8% | $7,493-98.5% | $133-14.3% |