Filed October 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $22,801 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $11,005 |
PNC BANK, N.A.1 year Filed as: PNC BANK,NATIONAL ASSOCIATION Service code 21 · EIN 22-1146430 | Bank Trustee | $8,710 |
SMITH & HOWARD, PC2 years Filed as: SMITH & DOWNEY, P.A. Service code 29 · EIN 52-1839270 | Legal | $5,176 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,366-100.0% | $143,222-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 57.6%-57.6pp | 47.4%-47.4pp |
| Annual return | 4.99% | 8.49%-3.5pp | 8.97%-4.0pp | 12.16%-7.2pp |
| Employer contribution / active EE | $2,391 | $52,714-95.5% | $37,026-93.5% | $44,746-94.7% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,444-100.0% | $2,546-100.0% | $17,640-100.0% |