Filed February 21, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: LEGAL & GEN INV MGMT AMERICA INC Service code 28 · EIN 20-8058531 | Investment Management | $359,589 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $160,817 |
Service code 28 · EIN 36-4853392 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $42,356 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING Service code 11 · EIN 06-1053228 | Actuarial | $26,500 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 04-3480508 | Investment Management | $6,558 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 4.93% | 5.59%-0.7pp | 8.39%-3.5pp | 7.65%-2.7pp |
| Employer contribution / active EE | $0 | $10,158-100.0% | $41,487-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |