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: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $89,102 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $32,000 |
COHEN & COMPANY3+ years Filed as: COHEN & COMPANY, LTD Service code 49 · EIN 34-1912961 | Other Services | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,452 | $63,299+36.6% | $91,001-5.0% | $62,292+38.8% |
| Participation rate | 91.2% | 73.3%+17.8pp | 75.6%+15.5pp | 69.5%+21.6pp |
| Annual return | 15.17% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,551 | $2,943-13.3% | $3,547-28.1% | $3,169-19.5% |
| Admin fee / account holder | $404 | $468-13.6% | $5,417-92.5% | $479-15.7% |