Filed August 15, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $22,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,021 | $79,124+30.2% | $60,874+69.2% | $64,808+59.0% |
| Participation rate | 94.6% | 77.7%+16.9pp | 73.1%+21.5pp | 71.5%+23.1pp |
| Annual return | -10.49% | -7.13%-3.4pp | 16.90%-27.4pp | 32.82%-43.3pp |
| Employer contribution / active EE | $1,629 | $3,050-46.6% | $2,701-39.7% | $2,506-35.0% |
| Participant deferral / active EE | $2,173 | $3,725-41.7% | $3,817-43.1% | $4,310-49.6% |
| Admin fee / account holder | $17 | $106-83.6% | $3,224-99.5% | $188-90.8% |