Filed January 14, 2009
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $230,393 |
THE CENTURION GROUP, LLC2+ years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $83,156 |
Service code 10 · EIN 25-0969458 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,264 | $37,213-42.9% | $156,549-86.4% | $63,975-66.8% |
| Participation rate | 90.8% | 65.0%+25.8pp | 84.0%+6.8pp | 71.1%+19.7pp |
| Annual return | 7.62% | 47.89%-40.3pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,388 | $1,357+2.3% | $5,501-74.8% | $2,182-36.4% |
| Participant deferral / active EE | $1,828 | $2,070-11.7% | $4,871-62.5% | $3,356-45.5% |
| Admin fee / account holder | $98 | $56+74.5% | $13,027-99.2% | $70+39.5% |