Filed March 15, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
THE CENTURION GROUP, LLC1 year Filed as: THE CENTURION GROUP Service code 27 · EIN 20-8394397 | Advisory (Plan) | $42,515 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,396 |
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 | $93,491 | $74,347+25.7% | $93,606-0.1% | $67,579+38.3% |
| Participation rate | 89.2% | 80.6%+8.5pp | 75.8%+13.3pp | 71.3%+17.9pp |
| Annual return | 29.31% | 28.07%+1.2pp | 32.76%-3.5pp | 378.56%-349.3pp |
| Employer contribution / active EE | $2,568 | $2,583-0.6% | $2,718-5.5% | $2,148+19.6% |
| Participant deferral / active EE | $4,401 | $4,060+8.4% | $4,069+8.2% | $3,539+24.3% |
| Admin fee / account holder | $56 | $123-54.2% | $7,888-99.3% | $142-60.5% |