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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $34,113 |
FRIDAY ELDREDGE & CLARK4+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $25,000 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,821 |
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 | $115,339 | $70,083+64.6% | $59,878+92.6% | $55,725+107.0% |
| Participation rate | 83.1% | 78.4%+4.8pp | 74.7%+8.4pp | 70.9%+12.3pp |
| Annual return | -4.00% | 3.13%-7.1pp | 3.46%-7.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,782 | $2,878+31.4% | $2,722+39.0% | $2,078+82.0% |
| Participant deferral / active EE | $4,290 | $3,079+39.3% | $3,402+26.1% | $3,356+27.8% |
| Admin fee / account holder | $62 | $70-12.1% | $3,590-98.3% | $115-46.4% |