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 | $351,282 |
THE CENTURION GROUP, LLC2+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $78,520 |
HILL WARD HENDERSON2+ years Service code 16 · EIN 59-2678550 | Consulting | $34,226 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $20,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,811 |
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 | $32,694 | $3,611,051-99.1% | $123,892-73.6% | $329,111-90.1% |
| Participation rate | 15.2% | 60.7%-45.6pp | 81.4%-66.2pp | 67.9%-52.7pp |
| Annual return | 9.67% | 14.13%-4.5pp | 47.52%-37.9pp | 16.35%-6.7pp |
| Employer contribution / active EE | $58 | $1,947-97.0% | $4,617-98.7% | $2,303-97.5% |
| Participant deferral / active EE | $1,118 | $4,426-74.7% | $5,984-81.3% | $3,682-69.6% |
| Admin fee / account holder | $129 | $9,731-98.7% | $8,357-98.5% | $754-82.8% |