Filed January 12, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CENTRAL SERVICE ASSOCIATION2 years Service code 49 · EIN 71-0294708 | Other Services | $15,203 |
Filed as: ALEXANDER THOMPSON ARNOLD Service code 99 · EIN 62-1110839 165 PEPPERS DRIVE · PARIS, TN 38242 | Other Fees | $7,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,738 | $48,750+77.9% | $88,946-2.5% | $74,304+16.7% |
| Participation rate | 81.7% | 44.5%+37.2pp | 68.8%+12.8pp | 60.3%+21.3pp |
| Annual return | 15.00% | 25.91%-10.9pp | 57.82%-42.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,485 | $1,255+18.4% | $2,555-41.9% | $2,241-33.7% |
| Participant deferral / active EE | $4,294 | $2,423+77.2% | $4,581-6.3% | $3,767+14.0% |
| Admin fee / account holder | $411 | $3,756-89.1% | $8,261-95.0% | $2,969-86.2% |