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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $311,269 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $101,116 |
Service code 10 · EIN 25-0969458 | Accounting | $0 |
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 | $25,808 | $44,989-42.6% | $170,442-84.9% | $77,958-66.9% |
| Participation rate | 89.9% | 64.6%+25.3pp | 83.6%+6.3pp | 71.6%+18.3pp |
| Annual return | 16.92% | 19.61%-2.7pp | 205.93%-189.0pp | 20.87%-3.9pp |
| Employer contribution / active EE | $1,444 | $1,466-1.5% | $5,433-73.4% | $2,310-37.5% |
| Participant deferral / active EE | $2,050 | $2,208-7.1% | $4,939-58.5% | $3,537-42.0% |
| Admin fee / account holder | $132 | $69+90.7% | $13,880-99.1% | $97+35.0% |