Filed February 29, 2000
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 |
|---|---|---|
Service code 99 · EIN 33-0905143 | Other Fees | $36,955 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $20,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,736 | $117,025+28.8% | $91,541+64.7% | $85,563+76.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 14.60% | 18.02%-3.4pp | 20.50%-5.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $4,520 | $2,120+113.1% | $2,505+80.5% | $2,654+70.3% |
| Participant deferral / active EE | $7,211 | $3,446+109.2% | $4,008+79.9% | $4,375+64.8% |
| Admin fee / account holder | $319 | $1,242-74.3% | $6,956-95.4% | $834-61.7% |