Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BPAS10+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $84,000 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 26-4310632 | Investment Management | $68,829 |
BONADIO & CO., LLP10+ years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $30,500 |
COMPLETE PAYROLL PROCESSING10+ years Service code 15 · EIN 16-1428428 | Recordkeeping | $10,184 |
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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 8.51% | 8.11%+0.4pp | 9.84%-1.3pp | 8.23%+0.3pp |
| Employer contribution / active EE | $12,505 | $16,823-25.7% | $30,320-58.8% | $13,859-9.8% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |