Filed November 18, 2016 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $276,000 |
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $70,374 |
HILL WARD HENDERSON1+ years Service code 10 · EIN 59-2678550 | Accounting | $52,312 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT Service code 49 · EIN 45-4084437 | Other Services | $13,670 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,352 | $65,877-52.4% | $115,037-72.7% | $69,651-55.0% |
| Participation rate | 14.9% | 58.1%-43.2pp | 81.4%-66.4pp | 66.6%-51.6pp |
| Annual return | 1.67% | 6.03%-4.4pp | 26.14%-24.5pp | 53.77%-52.1pp |
| Employer contribution / active EE | $63 | $1,712-96.3% | $4,608-98.6% | $2,241-97.2% |
| Participant deferral / active EE | $1,113 | $4,216-73.6% | $6,026-81.5% | $3,635-69.4% |
| Admin fee / account holder | $124 | $77+61.1% | $8,175-98.5% | $63+96.9% |