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 26 · EIN 71-0294708 | Advisory (Participants) | $103,144 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 26 · EIN 81-3968784 | Advisory (Participants) | $33,045 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 26 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Advisory (Participants) | $6,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,972 | $47,126-66.1% | $149,673-89.3% | $74,419-78.5% |
| Participation rate | 89.8% | 63.4%+26.4pp | 78.8%+11.0pp | 70.7%+19.1pp |
| Annual return | 19.87% | 22.75%-2.9pp | 134.42%-114.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,432 | $1,905-24.8% | $4,818-70.3% | $2,637-45.7% |
| Participant deferral / active EE | $2,894 | $2,728+6.1% | $5,680-49.0% | $4,528-36.1% |
| Admin fee / account holder | $172 | $343-49.9% | $13,210-98.7% | $348-50.6% |