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 BENEFITS AND INSURANCE SERVICE Service code 13 · EIN 52-0807416 | Contract Administrator | $122,665 |
CENTRAL SERVICE ASSOCIATION2+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $22,245 |
ALEXANDER THOMPSON ARNOLD PLLC2+ years Service code 10 · EIN 62-1110839 | Accounting | $7,675 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 10.59% | 14.20%-3.6pp | 11.12%-0.5pp | 23.90%-13.3pp |
| Employer contribution / active EE | $14,827 | $28,371-47.7% | $22,651-34.5% | $16,539-10.4% |
| Participant deferral / active EE | $851 | $272+213.0% | $198+330.7% | $350+142.8% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |