See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $12,951 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $10,094 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,690 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $6,850 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,695 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,014 |
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 | $123,522 | $37,134+232.6% | $100,671+22.7% | $52,331+136.0% |
| Participation rate | 88.2% | 57.7%+30.6pp | 70.7%+17.5pp | 68.1%+20.1pp |
| Annual return | -0.23% | 0.10%-0.3pp | 20.43%-20.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $7,503 | $1,187+532.0% | $4,012+87.0% | $1,882+298.8% |
| Participant deferral / active EE | $1,977 | $2,163-8.6% | $3,144-37.1% | $3,022-34.6% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |