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 | $31,300 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $24,500 |
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 | $21,431 |
FITZSIMMONS ABRAMS, LLP10+ years Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $16,000 |
FUIMAN MOGILA, LLP2 years Service code 29 · EIN 93-1652658 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $16,000 |
THE BANK OF NEW YORK MELLON6 years Service code 50 · EIN 13-5160382 500 GRANT ST, STE 4131 · PITTSBURGH, PA 15258 | Direct Payment | $15,000 |
Service code 11 3031 WALTON ROAD BLDG B · PLYMOUTH MEETING, PA 19462 | Actuarial | $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 | $206,041-100.0% | $201,416-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 44.0%-44.0pp |
| Annual return | 9.60% | 7.45%+2.1pp | 8.09%+1.5pp | 13.05%-3.4pp |
| Employer contribution / active EE | $18,228 | $34,795-47.6% | $28,732-36.6% | $37,639-51.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |