Filed August 29, 2006
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 |
|---|---|---|
JPMS COX, PLLC2+ years Service code 10 · EIN 20-1776739 | Accounting | $17,262 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $16,875 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,346 | $74,552+69.5% | $62,995+100.6% | $69,631+81.4% |
| Participation rate | 76.6% | 78.3%-1.7pp | 74.8%+1.7pp | 70.7%+5.9pp |
| Annual return | 14.35% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $3,570 | $2,929+21.9% | $2,759+29.4% | $2,032+75.7% |
| Participant deferral / active EE | $4,020 | $2,974+35.2% | $3,329+20.7% | $3,224+24.7% |
| Admin fee / account holder | $29 | $59-51.9% | $3,600-99.2% | $110-74.1% |