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 | $419,412 |
THE CENTURION GROUP, LLC3+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $91,283 |
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $25,000 |
HILL WARD HENDERSON3+ years Service code 15 · EIN 59-2678550 | Recordkeeping | $9,169 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $7,937 |
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 | $38,347 | $80,506-52.4% | $136,294-71.9% | $80,976-52.6% |
| Participation rate | 16.7% | 61.9%-45.1pp | 81.9%-65.2pp | 68.3%-51.5pp |
| Annual return | 17.48% | 27.70%-10.2pp | 5155.94%-5138.5pp | 22.91%-5.4pp |
| Employer contribution / active EE | $79 | $1,943-95.9% | $4,695-98.3% | $2,402-96.7% |
| Participant deferral / active EE | $1,255 | $4,601-72.7% | $6,247-79.9% | $3,848-67.4% |
| Admin fee / account holder | $157 | $72+118.5% | $9,243-98.3% | $67+132.8% |