Filed May 31, 2007 (most recent of 2 filings on file)
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 MHM, LLC Service code 16 · EIN 34-1846498 4600 S. ULSTER ST., SUITE 900 · DENVER, CO 802373086 | Consulting | $8,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,081 | $53,127+184.4% | $86,590+74.5% | $70,131+115.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.98% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $8,338 | $2,068+303.1% | $2,839+193.7% | $2,342+255.9% |
| Participant deferral / active EE | $8,816 | $2,696+227.0% | $3,609+144.3% | $3,332+164.6% |
| Admin fee / account holder | $47 | $3,585-98.7% | $4,906-99.1% | $4,645-99.0% |