Filed July 1, 2010 (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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $69,605 |
THE CENTURION GROUP, LLC1 year Filed as: CENTURION GROUP, LLC Service code 16 · EIN 20-8394397 | Consulting | $43,333 |
Service code 10 · EIN 52-1743645 | Accounting | $29,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,215 | $80,005+201.5% | $140,016+72.3% | $55,725+332.9% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.4pp |
| Annual return | -6.08% | 0.46%-6.5pp | 651.12%-657.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $8,284 | $3,403+143.4% | $5,606+47.8% | $2,078+298.6% |
| Participant deferral / active EE | $13,697 | $5,264+160.2% | $6,927+97.7% | $3,356+308.2% |
| Admin fee / account holder | $131 | $116+12.9% | $10,705-98.8% | $115+13.4% |