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 | $79,003 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $68,376 |
Filed as: EAGLE CAPITAL Service code 27 · EIN 22-3361201 | Advisory (Plan) | $58,775 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PARMS & COMPANY8+ years Service code 10 · EIN 01-0548473 | Accounting | $23,000 |
SAWGRASS ASSET MANAGEMENT3 years Filed as: SAWGRASS Service code 27 · EIN 59-3488505 | Advisory (Plan) | $14,541 |
PNC BANK, N.A.8+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $11,132 |
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 | $33,680 | $106,236-68.3% | $112,228-70.0% | $64,808-48.0% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.1%+22.2pp | 71.5%+25.8pp |
| Annual return | -30.16% | -6.02%-24.1pp | 27.45%-57.6pp | 32.82%-63.0pp |
| Employer contribution / active EE | $5,403 | $3,166+70.7% | $3,635+48.7% | $2,506+115.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $241 | $452-46.7% | $6,410-96.2% | $188+28.3% |