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) | $55,866 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $37,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,584 | $129,021+21.4% | $184,203-15.0% | $77,643+101.7% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.6pp |
| Annual return | 15.54% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,812 | $4,413-36.3% | $6,427-56.3% | $2,726+3.1% |
| Participant deferral / active EE | $11,036 | $7,297+51.2% | $9,131+20.9% | $4,647+137.5% |
| Admin fee / account holder | $162 | $254-36.4% | $13,901-98.8% | $430-62.5% |