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 year Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $34,579 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,546 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,197 | $48,261+4.0% | $68,793-27.0% | $55,725-9.9% |
| Participation rate | 94.0% | 71.0%+22.9pp | 72.2%+21.8pp | 70.9%+23.1pp |
| Annual return | -4.11% | -2.61%-1.5pp | -4.63%+0.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $656 | $1,742-62.3% | $2,625-75.0% | $2,078-68.4% |
| Participant deferral / active EE | $3,454 | $2,712+27.4% | $3,311+4.3% | $3,356+2.9% |
| Admin fee / account holder | $138 | $126+9.6% | $5,131-97.3% | $115+20.0% |