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 | $448,702 |
THE CENTURION GROUP, LLC4+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $100,082 |
WARREN AVERETT, LLC4+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $10,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,718 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,582 | $71,505-50.2% | $123,544-71.2% | $73,367-51.5% |
| Participation rate | 17.8% | 64.9%-47.1pp | 82.3%-64.5pp | 69.5%-51.7pp |
| Annual return | -3.97% | 6.94%-10.9pp | 119.20%-123.2pp | 173.45%-177.4pp |
| Employer contribution / active EE | $85 | $2,011-95.8% | $4,628-98.2% | $2,499-96.6% |
| Participant deferral / active EE | $1,437 | $4,928-70.8% | $6,426-77.6% | $4,033-64.4% |
| Admin fee / account holder | $151 | $66+128.7% | $9,284-98.4% | $68+120.6% |