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 | $111,882 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $17,911 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,436 | $94,876-77.4% | $82,389-74.0% | $102,872-79.2% |
| Participation rate | 58.7% | 70.6%-11.9pp | 69.5%-10.8pp | 73.0%-14.3pp |
| Annual return | 20.53% | 17.83%+2.7pp | 28.67%-8.1pp | 19.06%+1.5pp |
| Employer contribution / active EE | $1,787 | $3,789-52.8% | $2,517-29.0% | $3,526-49.3% |
| Participant deferral / active EE | $2,858 | $4,496-36.4% | $4,155-31.2% | $5,535-48.4% |
| Admin fee / account holder | $127 | $214-40.8% | $7,231-98.2% | $292-56.7% |