Filed July 13, 2007
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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $53,001 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $10,255 |
INTERSERV, LLC1+ years Filed as: INTERSERV LLC Service code 27 · EIN 51-6000279 | Advisory (Plan) | $9,323 |
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 | $21,181 | $37,117-42.9% | $147,614-85.7% | $55,191-61.6% |
| Participation rate | 74.2% | 63.6%+10.6pp | 84.6%-10.4pp | 69.2%+5.0pp |
| Annual return | 0.61% | 3.44%-2.8pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $803 | $1,620-50.4% | $5,564-85.6% | $1,899-57.7% |
| Participant deferral / active EE | $1,603 | $1,985-19.3% | $4,895-67.3% | $3,046-47.4% |
| Admin fee / account holder | $158 | $86+84.4% | $11,611-98.6% | $91+73.8% |