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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,788 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MGMT Service code 27 · EIN 22-3361201 | Advisory (Plan) | $59,655 |
DANA INVESTMENT ADVISORS1+ years Service code 27 · EIN 39-1512278 | Advisory (Plan) | $42,078 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $37,009 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $27,500 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MGMT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $26,635 |
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MGMT Service code 27 · EIN 59-3488505 | Advisory (Plan) | $21,324 |
PARMS & COMPANY1+ years Service code 27 585 S FRONT ST · COLUMBUS, OH 43215 | Advisory (Plan) | $18,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,222 | $50,498-6.5% | $75,781-37.7% | $55,191-14.4% |
| Participation rate | 98.6% | 69.4%+29.1pp | 75.8%+22.7pp | 69.2%+29.4pp |
| Annual return | 0.36% | 1.80%-1.4pp | 9.68%-9.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $7,368 | $2,291+221.6% | $3,323+121.7% | $1,899+288.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $316 | $123+156.8% | $5,299-94.0% | $91+248.1% |