Filed February 7, 2014
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+ years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $22,777 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,324 |
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 | $93,874 | $70,667+32.8% | $123,104-23.7% | $52,331+79.4% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.5pp | 68.1%+31.2pp |
| Annual return | -0.11% | 6.23%-6.3pp | 13.22%-13.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,573 | $2,946+21.3% | $5,151-30.6% | $1,882+89.9% |
| Participant deferral / active EE | $5,517 | $4,493+22.8% | $6,230-11.4% | $3,022+82.6% |
| Admin fee / account holder | $159 | $506-68.6% | $9,015-98.2% | $592-73.1% |