Filed January 1, 2012
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 37 · EIN 04-2647786 | Loan Processing | $28,651 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $13,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,386 | $51,288-56.4% | $81,983-72.7% | $73,409-69.5% |
| Participation rate | 35.7% | 64.0%-28.3pp | 69.2%-33.6pp | 72.2%-36.5pp |
| Annual return | 23.21% | 29.48%-6.3pp | 41.31%-18.1pp | 59.29%-36.1pp |
| Employer contribution / active EE | $956 | $1,487-35.7% | $2,498-61.7% | $2,234-57.2% |
| Participant deferral / active EE | $1,649 | $2,715-39.3% | $3,722-55.7% | $3,805-56.7% |
| Admin fee / account holder | $146 | $125+16.3% | $5,664-97.4% | $158-7.7% |