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 | $179,400 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,280 | $35,197+318.5% | $53,898+173.3% | $102,872+43.2% |
| Participation rate | 98.6% | 29.6%+69.1pp | 55.0%+43.7pp | 73.0%+25.6pp |
| Annual return | 11.70% | 17.55%-5.8pp | 528.60%-516.9pp | 19.06%-7.4pp |
| Employer contribution / active EE | $7,164 | $713+905.3% | $932+668.7% | $3,526+103.2% |
| Participant deferral / active EE | $7,490 | $1,333+462.0% | $1,826+310.1% | $5,535+35.3% |
| Admin fee / account holder | $121 | $834-85.5% | $2,491-95.1% | $292-58.5% |