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) | $57,544 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $33,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,041 | $131,799+26.7% | $200,582-16.7% | $85,563+95.2% |
| Participation rate | 93.7% | 87.9%+5.8pp | 86.9%+6.8pp | 66.0%+27.8pp |
| Annual return | 14.62% | 21.59%-7.0pp | 42.33%-27.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $3,002 | $4,532-33.8% | $6,419-53.2% | $2,654+13.1% |
| Participant deferral / active EE | $11,757 | $7,702+52.6% | $9,331+26.0% | $4,375+168.7% |
| Admin fee / account holder | $153 | $235-35.0% | $16,305-99.1% | $834-81.7% |