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 |
|---|---|---|
Filed as: CBIZ RETIREMENT AND INVESTMENT SERV Service code 10 · EIN 31-1582098 | Accounting | $170,275 |
Filed as: CBIZ IAS Service code 51 · EIN 81-3968784 | Investment Mgmt Fees | $102,000 |
BENEFIT TRUST COMPANY1 year Filed as: BENEFIT TRUST Service code 64 5901 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Recordkeeping Fees | $45,490 |
CENTRAL SERVICE ASSOCIATION10+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $27,049 |
ALEXANDER THOMPSON ARNOLD PLLC10+ years Service code 10 · EIN 62-1110839 | Accounting | $11,775 |
See 1 actuary disclosure. $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.
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.66% | 10.71%-3.1pp | 2.33%+5.3pp | 10.71%-3.1pp |
| Employer contribution / active EE | $21,223 | $14,986+41.6% | $34,323-38.2% | $14,986+41.6% |
| Participant deferral / active EE | $1,026 | $1,686-39.2% | $124+729.5% | $1,686-39.2% |
| Admin fee / account holder | $0 | $0 | - | - |