Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERIT1+ years Service code 13 · EIN 34-6509664 | Contract Administrator | $129,399 |
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $114,686 |
OAK ASSOCIATES1+ years Service code 28 · EIN 34-1818085 | Investment Management | $106,775 |
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $103,859 |
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.95% | 4.01%-7.0pp | -2.00%-1.0pp | 1.67%-4.6pp |
| Employer contribution / active EE | $15,132 | $6,352+138.2% | $34,470-56.1% | $10,506+44.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |