Filed April 30, 2008 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $166,266 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,140 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,398 | $30,147+236.3% | $58,482+73.4% | $80,160+26.5% |
| Participation rate | 96.9% | 34.4%+62.5pp | 50.9%+46.1pp | 72.9%+24.0pp |
| Annual return | 6.94% | 21.97%-15.0pp | 4239.32%-4232.4pp | 40.38%-33.4pp |
| Employer contribution / active EE | $5,862 | $528+1010.9% | $1,053+456.5% | $2,978+96.9% |
| Participant deferral / active EE | $6,155 | $1,249+392.8% | $1,924+219.9% | $5,017+22.7% |
| Admin fee / account holder | $107 | $195-44.8% | $2,516-95.7% | $145-25.9% |