Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INV MGMT TRUST CO Service code 21 · EIN 04-3022712 | Bank Trustee | $529,522 |
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $483,796 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $49,350 |
GODFREY & KAHN3+ years Service code 29 · EIN 39-1128206 | Legal | $14,294 |
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 12.43% | 11.14%+1.3pp | 16.78%-4.3pp | 10.41%+2.0pp |
| Employer contribution / active EE | $48,571 | $14,043+245.9% | $26,328+84.5% | $14,691+230.6% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |