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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE CENTURION GROUP, LLC1+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $33,058 |
Service code 14 · EIN 04-1590850 | Plan Administrator | $22,241 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $5,955 |
RSM US LLP1+ years Service code 50 · EIN 42-0714325 | Direct Payment | $5,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,654 | $55,182+15.4% | $73,307-13.2% | $55,191+15.3% |
| Participation rate | 47.0% | 73.9%-27.0pp | 74.9%-27.9pp | 69.2%-22.2pp |
| Annual return | 1.12% | 8.55%-7.4pp | 5.67%-4.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,491 | $4,641-67.9% | $4,991-70.1% | $3,046-51.1% |
| Admin fee / account holder | $69 | $68+1.2% | $5,637-98.8% | $91-23.7% |