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 Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $54,249 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $47,576 |
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 | $115,101 | $88,515+30.0% | $162,163-29.0% | $67,579+70.3% |
| Participation rate | 94.3% | 86.8%+7.5pp | 87.6%+6.8pp | 71.3%+23.0pp |
| Annual return | 47.41% | 27.04%+20.4pp | 115.59%-68.2pp | 378.56%-331.1pp |
| Employer contribution / active EE | $2,788 | $3,563-21.8% | $5,614-50.3% | $2,148+29.8% |
| Participant deferral / active EE | $8,837 | $5,724+54.4% | $7,298+21.1% | $3,539+149.7% |
| Admin fee / account holder | $184 | $124+48.7% | $10,843-98.3% | $142+29.2% |