Filed May 14, 2008
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 INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $27,688 |
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,321 | $65,557+25.6% | $64,056+28.5% | $71,457+15.2% |
| Participation rate | 92.5% | 73.2%+19.4pp | 72.3%+20.2pp | 67.9%+24.6pp |
| Annual return | 15.76% | 18.94%-3.2pp | 33.69%-17.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $5,927 | $2,669+122.1% | $2,747+115.8% | $2,588+129.0% |
| Participant deferral / active EE | $6,457 | $3,626+78.1% | $3,880+66.4% | $4,289+50.6% |
| Admin fee / account holder | $103 | $616-83.3% | $3,068-96.6% | $1,587-93.5% |