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 | $51,282 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $16,760 |
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 | $24,386 | $44,764-45.5% | $68,791-64.6% | $64,808-62.4% |
| Participation rate | 43.3% | 64.8%-21.5pp | 69.0%-25.7pp | 71.5%-28.2pp |
| Annual return | -15.71% | -10.91%-4.8pp | -6.38%-9.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,268 | $1,775-28.6% | $2,655-52.3% | $2,506-49.4% |
| Participant deferral / active EE | $2,376 | $3,238-26.6% | $3,941-39.7% | $4,310-44.9% |
| Admin fee / account holder | $188 | $151+24.6% | $4,932-96.2% | $188+0.4% |