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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MGMT Service code 27 · EIN 22-3361201 | Advisory (Plan) | $72,763 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $69,410 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $47,684 |
PNC BANK, N.A.4+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $44,485 |
FIDUCIARY MANAGEMENT, INC.3 years Filed as: FIDUCIARY MANAGEMENT INC Service code 27 · EIN 39-1346018 | Advisory (Plan) | $33,872 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PARMS & COMPANY4+ years Service code 10 · EIN 01-0548473 | Accounting | $19,600 |
SAWGRASS ASSET MANAGEMENT4+ years Filed as: SAWGRASS ASSET MGMT Service code 27 · EIN 59-3488505 | Advisory (Plan) | $17,023 |
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 | $46,707 | $56,443-17.2% | $83,848-44.3% | $55,725-16.2% |
| Participation rate | 94.4% | 72.0%+22.3pp | 76.1%+18.2pp | 70.9%+23.5pp |
| Annual return | -3.86% | 393.67%-397.5pp | 850.88%-854.7pp | 244.93%-248.8pp |
| Employer contribution / active EE | $4,472 | $2,682+66.8% | $3,631+23.2% | $2,078+115.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $310 | $156+98.2% | $5,478-94.3% | $115+168.8% |