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 | $92,162 |
VENABLE LLP1 year Filed as: VENABLE, LLC Service code 10 · EIN 52-0517250 | Accounting | $39,745 |
THE CENTURION GROUP, LLC2 years Filed as: CENTURION GROUP, LLC Service code 10 · EIN 20-8394397 | Accounting | $37,917 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $29,750 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 10 · EIN 22-3570392 | Accounting | $27,083 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,271 | $88,515+243.8% | $162,163+87.6% | $67,579+350.2% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 24.06% | 27.04%-3.0pp | 115.59%-91.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $8,619 | $3,563+141.9% | $5,614+53.5% | $2,148+301.3% |
| Participant deferral / active EE | $14,641 | $5,724+155.8% | $7,298+100.6% | $3,539+313.7% |
| Admin fee / account holder | $234 | $124+88.9% | $10,843-97.8% | $142+64.1% |