Filed December 10, 2005 (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: CAPTRUST FINANCIAL ADVIS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $22,236 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,161 |
FOLLSTAD, GEORGE J.2+ years Service code 49 4010 W BOY SCOUT BLVD · TAMPA, FL 336075735 | Other Services | $3,405 |
NAGY, JOSEPH A.2+ years Service code 49 4010 BOY SCOUT BLVD · TAMPA, FL 336075735 | Other Services | $3,405 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,630 | $50,643+92.8% | $106,619-8.4% | $55,167+77.0% |
| Participation rate | 75.4% | 65.6%+9.8pp | 78.0%-2.6pp | 69.0%+6.4pp |
| Annual return | 7.80% | 7.02%+0.8pp | 9.42%-1.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,286 | $1,626+102.1% | $3,947-16.7% | $1,963+67.4% |
| Participant deferral / active EE | $4,357 | $2,208+97.4% | $3,930+10.9% | $3,054+42.7% |
| Admin fee / account holder | $155 | $488-68.3% | $6,418-97.6% | $504-69.3% |