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 | $136,813 |
Filed as: CBIZ IAS Service code 51 · EIN 81-3968784 | Investment Mgmt Fees | $93,500 |
CENTRAL SERVICE ASSOCIATION8+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $39,251 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,970 |
ALEXANDER THOMPSON ARNOLD PLLC8+ years Service code 10 · EIN 62-1110839 | Accounting | $10,750 |
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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 8.38% | 9.42%-1.0pp | 8.46%-0.1pp | 37.74%-29.4pp |
| Employer contribution / active EE | $16,556 | $16,284+1.7% | $25,175-34.2% | $15,781+4.9% |
| Participant deferral / active EE | $908 | $512+77.2% | $181+403.0% | $732+24.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |