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 MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $15,249 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $13,503 |
IRIDIAN ASSET MANAGEMENT, LLC3 years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $10,965 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,778 |
Filed as: HS MANAGEMENT PARTNERS Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $8,119 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $8,004 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,179 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,074 | $44,221+205.5% | $121,196+11.5% | $56,287+140.0% |
| Participation rate | 90.7% | 61.1%+29.6pp | 71.7%+18.9pp | 69.9%+20.8pp |
| Annual return | -4.45% | -3.58%-0.9pp | 16.93%-21.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,987 | $1,480+34.3% | $4,022-50.6% | $2,111-5.9% |
| Participant deferral / active EE | $7,450 | $2,521+195.5% | $3,344+122.8% | $3,350+122.4% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |