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 | $55,538 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $17,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,153 | $49,693-59.4% | $70,515-71.4% | $74,419-72.9% |
| Participation rate | 59.0% | 64.7%-5.6pp | 68.3%-9.3pp | 70.7%-11.7pp |
| Annual return | 28.16% | 21.22%+6.9pp | 32.77%-4.6pp | 34.38%-6.2pp |
| Employer contribution / active EE | $1,067 | $1,773-39.8% | $2,973-64.1% | $2,637-59.5% |
| Participant deferral / active EE | $2,181 | $3,376-35.4% | $4,567-52.2% | $4,528-51.8% |
| Admin fee / account holder | $115 | $316-63.5% | $6,412-98.2% | $348-66.8% |