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 SVCS. LLC Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $52,626 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $35,041 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,004 | $86,897+38.1% | $151,611-20.8% | $64,808+85.2% |
| Participation rate | 92.9% | 87.3%+5.7pp | 87.5%+5.4pp | 71.5%+21.5pp |
| Annual return | -18.15% | -3.57%-14.6pp | 3.33%-21.5pp | 32.82%-51.0pp |
| Employer contribution / active EE | $2,889 | $4,010-27.9% | $6,166-53.1% | $2,506+15.3% |
| Participant deferral / active EE | $10,927 | $6,690+63.3% | $8,363+30.7% | $4,310+153.5% |
| Admin fee / account holder | $154 | $153+0.4% | $11,616-98.7% | $188-18.2% |