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: EAGLE CAPITAL Service code 27 · EIN 22-3361201 | Advisory (Plan) | $70,521 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $58,500 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $56,219 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PARMS & COMPANY6+ years Service code 10 · EIN 01-0548473 | Accounting | $21,300 |
Filed as: SAWGRASS Service code 27 · EIN 59-3488505 | Advisory (Plan) | $17,345 |
PNC BANK, N.A.6+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $13,650 |
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 | $52,677 | $91,517-42.4% | $101,248-48.0% | $73,409-28.2% |
| Participation rate | 97.8% | 73.8%+24.0pp | 75.8%+22.0pp | 72.2%+25.6pp |
| Annual return | 13.27% | 17.17%-3.9pp | 46.47%-33.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $5,028 | $2,877+74.8% | $3,660+37.4% | $2,234+125.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $215 | $216-0.6% | $5,945-96.4% | $158+35.9% |