Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 28 · EIN 41-1228350 | Investment Management | $146,801 |
BPAS5 years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $75,117 |
COMMUNITY BANK, NA5 years Service code 19 · EIN 16-1213679 | Securities Custodian | $46,773 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.10% | 10.11%0pp | 10.75%-0.7pp | 11.84%-1.7pp |
| Employer contribution / active EE | $5,753 | $14,976-61.6% | $35,162-83.6% | $17,339-66.8% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |