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 INVESTMENT ADVISORY SERVICES L Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $51,040 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,548 | $111,491+35.0% | $189,513-20.6% | $86,799+73.4% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.8%+7.5pp | 72.3%+23.0pp |
| Annual return | 14.55% | 83.50%-69.0pp | 555.15%-540.6pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,984 | $3,951-24.5% | $6,162-51.6% | $2,405+24.1% |
| Participant deferral / active EE | $11,403 | $6,437+77.2% | $8,221+38.7% | $4,131+176.0% |
| Admin fee / account holder | $150 | $189-20.4% | $12,045-98.8% | $170-11.4% |