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 | $455,491 |
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP LLC Service code 70 | Consulting Fees | $54,587 |
Filed as: PENSERV PLAN SERVICES LLC Service code 15 | Recordkeeping | $32,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $12,111 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 | Participant Communication | $10,461 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5770651 | Directed Trustee | $1,116 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment 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 | $55,309 | $44,989+22.9% | $170,442-67.5% | $77,958-29.1% |
| Participation rate | 92.9% | 64.6%+28.3pp | 83.6%+9.3pp | 71.6%+21.3pp |
| Annual return | 16.59% | 19.61%-3.0pp | 205.93%-189.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $883 | $1,466-39.8% | $5,433-83.7% | $2,310-61.8% |
| Participant deferral / active EE | $3,380 | $2,208+53.1% | $4,939-31.6% | $3,537-4.4% |
| Admin fee / account holder | $100 | $69+45.0% | $13,880-99.3% | $97+2.7% |