Filed April 21, 2004
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 FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 90071 | Advisory (Plan) | $44,885 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $28,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,764 | $80,005+12.2% | $140,016-35.9% | $55,725+61.1% |
| Participation rate | 92.9% | 87.0%+5.9pp | 87.5%+5.4pp | 70.9%+22.1pp |
| Annual return | 12.08% | 0.46%+11.6pp | 651.12%-639.0pp | 244.93%-232.8pp |
| Employer contribution / active EE | $2,511 | $3,403-26.2% | $5,606-55.2% | $2,078+20.8% |
| Participant deferral / active EE | $8,904 | $5,264+69.2% | $6,927+28.5% | $3,356+165.4% |
| Admin fee / account holder | $152 | $116+31.6% | $10,705-98.6% | $115+32.1% |