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, LLC4+ years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $29,466 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,656 |
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 | $114,408 | $79,523+43.9% | $140,016-18.3% | $56,287+103.3% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.4pp |
| Annual return | -5.78% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,033 | $3,350+20.4% | $5,606-28.1% | $2,111+91.1% |
| Participant deferral / active EE | $6,261 | $5,129+22.1% | $6,927-9.6% | $3,350+86.9% |
| Admin fee / account holder | $209 | $614-65.9% | $10,705-98.0% | $521-59.8% |