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 | $95,583 |
Filed as: EAGLE CAPITAL Service code 27 · EIN 22-3361201 | Advisory (Plan) | $82,685 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $59,115 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PARMS & COMPANY7+ years Service code 10 · EIN 01-0548473 | Accounting | $22,200 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS Service code 27 · EIN 59-3488505 | Advisory (Plan) | $18,466 |
PNC BANK, N.A.7+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $15,062 |
Annual investment return 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 | $49,727 | $78,275-36.5% | $109,143-54.4% | $86,799-42.7% |
| Participation rate | 98.0% | 73.8%+24.1pp | 75.9%+22.1pp | 72.3%+25.7pp |
| Annual return | -7.32% | 19.14%-26.5pp | 25.75%-33.1pp | 97.91%-105.2pp |
| Employer contribution / active EE | $5,281 | $3,105+70.1% | $3,722+41.9% | $2,405+119.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $271 | $198+36.8% | $6,752-96.0% | $170+60.1% |