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 SERVICES4+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 E. SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $93,677 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $60,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,810 | $45,382+16.4% | $154,107-65.7% | $75,289-29.9% |
| Participation rate | 52.8% | 65.9%-13.1pp | 83.0%-30.3pp | 72.4%-19.7pp |
| Annual return | -1.53% | -0.47%-1.1pp | 735.12%-736.7pp | -0.04%-1.5pp |
| Employer contribution / active EE | $1,269 | $1,533-17.2% | $5,298-76.1% | $2,405-47.3% |
| Participant deferral / active EE | $2,812 | $2,384+18.0% | $5,081-44.6% | $3,739-24.8% |
| Admin fee / account holder | $199 | $89+122.6% | $13,411-98.5% | $102+94.4% |