Filed April 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $34,024 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $28,000 |
US BANK4+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $9,524 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-0057834 | Investment Management | $9,026 |
Service code 28 · EIN 95-2705767 | Investment Management | $8,636 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $6,000 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $5,843 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGT Service code 28 · EIN 13-3200244 | Investment Management | $4,679 |
T ROWE PRICE RPS INC4+ years Filed as: T.ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $3,383 |
Filed as: SCHNEIDER DOWNS & CO INC Service code 10 · EIN 25-1408703 | Accounting | $3,200 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -5.35% | -5.34%0pp | 12.68%-18.0pp | -82.66%+77.3pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |