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 | $346,646 |
THE CENTURION GROUP, LLC2+ years Service code 70 | Consulting Fees | $52,997 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 | Participant Communication | $45,640 |
PENSERV PLAN SERVICES, INC.2+ years Filed as: PENSERV PLAN SERVICES, LLC Service code 15 · EIN 20-1916735 | Recordkeeping | $16,200 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,561 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5770651 | Directed Trustee | $5,685 |
THE CENTURION GROUP, LLC2+ years Filed as: CENTURION GROUP, LLC Service code 70 · EIN 20-8394397 | Consulting Fees | $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 | $49,069 | $37,213+31.9% | $156,549-68.7% | $63,975-23.3% |
| Participation rate | 90.5% | 65.0%+25.5pp | 84.0%+6.5pp | 71.1%+19.4pp |
| Annual return | 7.14% | 47.89%-40.7pp | 32.23%-25.1pp | 48.65%-41.5pp |
| Employer contribution / active EE | $825 | $1,357-39.2% | $5,501-85.0% | $2,182-62.2% |
| Participant deferral / active EE | $3,274 | $2,070+58.2% | $4,871-32.8% | $3,356-2.4% |
| Admin fee / account holder | $84 | $56+50.0% | $13,027-99.4% | $70+19.9% |