Filed July 2, 2015
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 9-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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 E. SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $87,648 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $36,542 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $2,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,319 | $44,989+25.2% | $170,442-67.0% | $77,958-27.8% |
| Participation rate | 51.8% | 64.6%-12.8pp | 83.6%-31.8pp | 71.6%-19.8pp |
| Annual return | 13.59% | 19.61%-6.0pp | 205.93%-192.3pp | 20.87%-7.3pp |
| Employer contribution / active EE | $1,165 | $1,466-20.5% | $5,433-78.6% | $2,310-49.6% |
| Participant deferral / active EE | $2,536 | $2,208+14.9% | $4,939-48.7% | $3,537-28.3% |
| Admin fee / account holder | $172 | $69+149.5% | $13,880-98.8% | $97+76.7% |