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 14 · EIN 42-0127290 | Plan Administrator | $79,111 |
Filed as: JPMCB MGMT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $43,978 |
PARMS & COMPANY10+ years Service code 49 · EIN 01-0548473 | Other Services | $24,700 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $23,750 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MGMT Service code 28 · EIN 59-3488505 | Investment Management | $12,776 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $7,553 |
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 | $32,731 | $82,917-60.5% | $103,333-68.3% | $77,643-57.8% |
| Participation rate | 96.6% | 71.6%+25.0pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 0.94% | 19.13%-18.2pp | 24.88%-23.9pp | 31.24%-30.3pp |
| Employer contribution / active EE | $6,039 | $3,552+70.0% | $3,868+56.1% | $2,726+121.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $166 | $638-73.9% | $8,355-98.0% | $430-61.3% |