Filed February 11, 1998
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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,283 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 27 · EIN 81-3968784 | Advisory (Plan) | $27,785 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,247 | $56,485-80.1% | $185,823-93.9% | $86,799-87.0% |
| Participation rate | 97.0% | 65.5%+31.5pp | 81.7%+15.3pp | 72.3%+24.7pp |
| Annual return | 13.09% | 118.04%-105.0pp | 122.05%-109.0pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,134 | $1,843-38.4% | $5,167-78.0% | $2,405-52.8% |
| Participant deferral / active EE | $2,203 | $2,553-13.7% | $5,568-60.4% | $4,131-46.7% |
| Admin fee / account holder | $168 | $150+12.0% | $16,237-99.0% | $170-1.2% |