Filed February 6, 2001
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $340,932 |
BKS RETIREMENT SERVICES1 year Service code 16 · EIN 84-1921272 | Consulting | $76,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $35,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,487 | $93,462-3.2% | $164,813-45.1% | $99,062-8.7% |
| Participation rate | 94.6% | 79.9%+14.7pp | 78.6%+16.0pp | 71.6%+23.0pp |
| Annual return | 17.94% | 15.71%+2.2pp | 69.93%-52.0pp | 17.66%+0.3pp |
| Employer contribution / active EE | $2,122 | $3,099-31.5% | $4,341-51.1% | $3,262-35.0% |
| Participant deferral / active EE | $6,650 | $5,366+23.9% | $6,031+10.3% | $5,331+24.7% |
| Admin fee / account holder | $46 | $81-43.9% | $12,690-99.6% | $109-58.1% |