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 15 · EIN 42-0127290 | Recordkeeping | $71,666 |
Filed as: JPMCB MGMT FEE Service code 28 · EIN 13-4994650 | Investment Management | $54,490 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 59-3676225 | Investment Management | $30,000 |
PARMS & COMPANY9+ years Service code 49 · EIN 01-0548473 | Other Services | $23,700 |
EAGLE CAPITAL MANAGEMENT, LLC9+ years Filed as: EAGLE CAPITAL MGMT Service code 28 · EIN 22-3361201 | Investment Management | $20,354 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MGMT Service code 28 · EIN 59-3488505 | Investment Management | $12,144 |
PNC BANK, N.A.1 year Filed as: PNC - INVESTMENT MANAGEMENT Service code 15 · EIN 25-1211909 | Recordkeeping | $7,441 |
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 | $33,288 | $92,971-64.2% | $96,683-65.6% | $74,419-55.3% |
| Participation rate | 96.8% | 71.5%+25.3pp | 74.3%+22.5pp | 70.7%+26.1pp |
| Annual return | -2.27% | 37.49%-39.8pp | 35.69%-38.0pp | 34.38%-36.6pp |
| Employer contribution / active EE | $5,934 | $3,426+73.2% | $3,737+58.8% | $2,637+125.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $204 | $633-67.8% | $6,730-97.0% | $348-41.4% |