Filed December 22, 2010 (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.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,922 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 10 · EIN 31-1582098 | Accounting | $19,653 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,084 | $73,283+10.6% | $155,509-47.9% | $106,382-23.8% |
| Participation rate | 55.6% | 73.3%-17.7pp | 78.2%-22.6pp | 69.9%-14.3pp |
| Annual return | 13.91% | 15.77%-1.9pp | 64.67%-50.8pp | 17.37%-3.5pp |
| Employer contribution / active EE | $2,456 | $2,247+9.3% | $4,672-47.4% | $3,364-27.0% |
| Participant deferral / active EE | $3,653 | $4,580-20.2% | $5,626-35.1% | $5,569-34.4% |
| Admin fee / account holder | $31 | $56-44.8% | $15,912-99.8% | $79-60.9% |