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 | $84,361 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $17,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,666 | $81,357-77.1% | $75,972-75.4% | $199,593-90.6% |
| Participation rate | 56.9% | 69.9%-13.0pp | 69.1%-12.2pp | 72.0%-15.1pp |
| Annual return | 24.31% | 16.32%+8.0pp | 359.55%-335.2pp | 34.25%-9.9pp |
| Employer contribution / active EE | $1,296 | $3,341-61.2% | $2,685-51.7% | $3,034-57.3% |
| Participant deferral / active EE | $2,365 | $4,710-49.8% | $4,255-44.4% | $5,087-53.5% |
| Admin fee / account holder | $106 | $144-27.0% | $6,467-98.4% | $269-60.7% |