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: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $72,354 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MGMT Service code 27 · EIN 22-3361201 | Advisory (Plan) | $68,392 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $56,774 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $28,567 |
PARMS & COMPANY5+ years Service code 10 · EIN 01-0548473 | Accounting | $20,500 |
SAWGRASS ASSET MANAGEMENT5+ years Filed as: SAWGRASS ASSET MGMT Service code 27 · EIN 59-3488505 | Advisory (Plan) | $17,674 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MGMT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $13,831 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,196 | $66,601-29.1% | $92,893-49.2% | $67,579-30.2% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 71.3%+25.8pp |
| Annual return | 18.36% | 92.58%-74.2pp | 109.41%-91.1pp | 378.56%-360.2pp |
| Employer contribution / active EE | $4,614 | $2,775+66.3% | $3,653+26.3% | $2,148+114.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $244 | $199+22.9% | $5,794-95.8% | $142+71.8% |