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 | $177,978 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,700 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $124,241 | $31,741+291.4% | $56,411+120.2% | $199,593-37.8% |
| Participation rate | 98.4% | 32.3%+66.1pp | 52.5%+45.9pp | 72.0%+26.4pp |
| Annual return | 22.24% | 14.72%+7.5pp | 1701.33%-1679.1pp | 34.25%-12.0pp |
| Employer contribution / active EE | $6,498 | $508+1180.2% | $1,039+525.6% | $3,034+114.2% |
| Participant deferral / active EE | $6,897 | $1,184+482.5% | $1,952+253.3% | $5,087+35.6% |
| Admin fee / account holder | $117 | $426-72.6% | $2,829-95.9% | $269-56.6% |