See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC Service code 11 · EIN 31-1582098 1845 WALNUT ST 14TH FL · PHILADELPHIA, PA 19103 | Actuarial | $47,650 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 51 · EIN 34-1922005 1801 E. 9TH ST, STE 1400 · CLEVLAND, OH 44114 | Investment Mgmt Fees | $21,872 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $20,000 |
THE BANK OF NEW YORK MELLON5 years Service code 50 · EIN 13-5160382 500 GRANT ST, STE 4131 · PITTSBURGH, PA 15258 | Direct Payment | $16,250 |
FITZSIMMONS ABRAMS, LLP9+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $16,000 |
FUIMAN MOGILA, LLP1 year Service code 29 · EIN 93-1652658 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $8,000 |
O'DWYER & BERNSTEIN, LLP9+ years Filed as: O'DWYER & BERNSTEIN LLP Service code 29 · EIN 13-5286665 52 DUANE STREET · NEW YORK, NY 10007 | Legal | $8,000 |
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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 11.38% | 14.18%-2.8pp | 20.18%-8.8pp | 9.89%+1.5pp |
| Employer contribution / active EE | $9,395 | $10,771-12.8% | $29,108-67.7% | $14,313-34.4% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |