Filed May 8, 2006 (most recent of 2 filings on file)
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: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $47,080 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,775 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $220,910 | $107,459+105.6% | $135,903+62.6% | $80,160+175.6% |
| Participation rate | 94.6% | 78.0%+16.5pp | 81.9%+12.7pp | 72.9%+21.6pp |
| Annual return | 15.06% | 91.91%-76.9pp | 68.23%-53.2pp | 40.38%-25.3pp |
| Employer contribution / active EE | $1,993 | $3,877-48.6% | $4,856-59.0% | $2,978-33.1% |
| Participant deferral / active EE | $10,523 | $8,195+28.4% | $7,758+35.6% | $5,017+109.7% |
| Admin fee / account holder | $15 | $127-88.4% | $10,762-99.9% | $145-89.8% |