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 | $45,541 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $16,272 |
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 | $26,882 | $58,347-53.9% | $85,682-68.6% | $86,799-69.0% |
| Participation rate | 44.6% | 64.9%-20.3pp | 69.9%-25.2pp | 72.3%-27.6pp |
| Annual return | 23.32% | 18.43%+4.9pp | 21.49%+1.8pp | 97.91%-74.6pp |
| Employer contribution / active EE | $1,074 | $1,751-38.7% | $2,618-59.0% | $2,405-55.4% |
| Participant deferral / active EE | $2,086 | $3,065-32.0% | $3,923-46.8% | $4,131-49.5% |
| Admin fee / account holder | $173 | $147+17.1% | $6,873-97.5% | $170+1.8% |