Filed December 28, 2010
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 5-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 |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $81,470 |
THE CENTURION GROUP, LLC1+ years Service code 70 | Consulting Fees | $51,454 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERV PLAN SERVICES, LLC Service code 15 · EIN 20-1916735 | Recordkeeping | $21,600 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 | Participant Communication | $20,590 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5770651 | Directed Trustee | $3,559 |
JFK MEDICAL CENTER FOUNDATION1+ years Service code 56 · EIN 22-6019101 | Non-monetary compensation | $1,000 |
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP, LLC Service code 70 · EIN 20-8394397 | Consulting Fees | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INS. CO. OF CONNECTICUT Service code 28 · EIN 06-0566090 | Investment Management | $0 |
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 | $46,631 | $37,039+25.9% | $147,614-68.4% | $59,188-21.2% |
| Participation rate | 91.8% | 63.8%+28.0pp | 84.6%+7.2pp | 69.4%+22.4pp |
| Annual return | 0.60% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $847 | $1,353-37.4% | $5,564-84.8% | $2,098-59.6% |
| Participant deferral / active EE | $3,278 | $2,094+56.6% | $4,895-33.0% | $3,265+0.4% |
| Admin fee / account holder | $27 | $60-55.6% | $11,611-99.8% | $92-71.0% |