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, LLC5+ years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $16,846 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,658 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,181 |
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 | $141,387 | $98,982+42.8% | $162,163-12.8% | $65,185+116.9% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.1pp |
| Annual return | 30.91% | 24.84%+6.1pp | 115.59%-84.7pp | 29.38%+1.5pp |
| Employer contribution / active EE | $4,005 | $3,467+15.5% | $5,614-28.7% | $2,177+84.0% |
| Participant deferral / active EE | $6,155 | $5,384+14.3% | $7,298-15.7% | $3,514+75.2% |
| Admin fee / account holder | $219 | $596-63.3% | $10,843-98.0% | $847-74.1% |