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 | $128,957 |
Filed as: CBIZ IAS Service code 51 · EIN 81-3968784 | Investment Mgmt Fees | $102,000 |
CENTRAL SERVICE ASSOCIATION9+ years Service code 14 · EIN 64-0132815 | Plan Administrator | $15,680 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,984 |
ALEXANDER THOMPSON ARNOLD PLLC9+ years Service code 10 · EIN 62-1110839 | Accounting | $11,275 |
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 | 17.04% | 3.60%+13.4pp | 4.95%+12.1pp | 8.76%+8.3pp |
| Employer contribution / active EE | $19,484 | $20,793-6.3% | $20,917-6.8% | $16,627+17.2% |
| Participant deferral / active EE | $905 | $598+51.4% | $188+382.1% | $888+1.9% |
| Admin fee / account holder | $0 | $0 | - | - |