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) | $30,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,586 | $83,884+34.2% | $64,056+75.8% | $74,419+51.3% |
| Participation rate | 96.1% | 76.6%+19.5pp | 72.3%+23.8pp | 70.7%+25.4pp |
| Annual return | 13.38% | 16.57%-3.2pp | 33.69%-20.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,678 | $3,084-45.6% | $2,747-38.9% | $2,637-36.4% |
| Participant deferral / active EE | $2,342 | $3,692-36.6% | $3,880-39.6% | $4,528-48.3% |
| Admin fee / account holder | $53 | $196-72.9% | $3,068-98.3% | $348-84.7% |