Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 · EIN 26-4310632 | Investment Management | $75,912 |
BPAS9+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $44,670 |
COMPLETE PAYROLL PROCESSING9+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $12,533 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 11.33% | 10.14%+1.2pp | 32.30%-21.0pp | 9.89%+1.4pp |
| Employer contribution / active EE | $10,058 | $16,231-38.0% | $33,955-70.4% | $14,313-29.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |