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 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $54,239 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $32,543 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,715 | $100,227+39.4% | $169,993-17.8% | $74,419+87.7% |
| Participation rate | 90.5% | 87.3%+3.2pp | 87.0%+3.5pp | 70.7%+19.8pp |
| Annual return | 18.51% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,717 | $4,263-36.3% | $6,785-60.0% | $2,637+3.0% |
| Participant deferral / active EE | $10,571 | $7,143+48.0% | $10,408+1.6% | $4,528+133.4% |
| Admin fee / account holder | $150 | $234-35.9% | $12,815-98.8% | $348-56.8% |