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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 52-1396995 | Consulting | $25,988 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $18,500 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,294 |
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 | $130,221 | $95,542+36.3% | $69,455+87.5% | $67,579+92.7% |
| Participation rate | 75.2% | 79.4%-4.2pp | 74.6%+0.6pp | 71.3%+3.9pp |
| Annual return | 17.59% | 17.67%-0.1pp | 28.97%-11.4pp | 378.56%-361.0pp |
| Employer contribution / active EE | $3,720 | $2,989+24.5% | $2,779+33.9% | $2,148+73.2% |
| Participant deferral / active EE | $4,346 | $3,263+33.2% | $3,535+22.9% | $3,539+22.8% |
| Admin fee / account holder | $47 | $90-47.3% | $3,839-98.8% | $142-66.7% |