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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $66,383 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $9,896 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,679 | $46,292-76.9% | $143,757-92.6% | $64,808-83.5% |
| Participation rate | 90.6% | 64.2%+26.4pp | 80.3%+10.3pp | 71.5%+19.1pp |
| Annual return | -9.26% | -10.05%+0.8pp | -0.04%-9.2pp | 32.82%-42.1pp |
| Employer contribution / active EE | $1,206 | $1,910-36.8% | $4,951-75.6% | $2,506-51.9% |
| Participant deferral / active EE | $2,549 | $2,646-3.6% | $5,637-54.8% | $4,310-40.9% |
| Admin fee / account holder | $96 | $154-37.6% | $14,673-99.3% | $188-48.9% |