Filings through .
Filed June 13, 2017
Name, email and phone are on Solo, $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 55 · EIN 93-0987232 | Other Commissions | $52,299 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,750 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.