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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $204,230 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 10 · EIN 31-1582098 | Accounting | $186,861 |
CENTRAL SERVICE ASSOCIATION6+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $20,509 |
ALEXANDER THOMPSON ARNOLD PLLC6+ years Service code 10 · EIN 62-1110839 | Accounting | $8,950 |
BENEFITS LAW GROUP2 years Filed as: BENEFITS LAW GROUP PC Service code 29 · EIN 58-2277316 | Legal | $1,688 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
LITMAN GREGORY4 years Service code 52 · EIN 93-1215604 | Indirect Investment Fees | $0 |
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.
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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 18.25% | 8.60%+9.6pp | 8.31%+9.9pp | 13.24%+5.0pp |
| Employer contribution / active EE | $23,580 | $19,393+21.6% | $21,002+12.3% | $14,616+61.3% |
| Participant deferral / active EE | $914 | $498+83.6% | $224+308.3% | $830+10.1% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |