Filed December 2, 2020 (most recent of 9 filings on file)
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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $294,680 |
OAK ASSOCIATES7+ years Service code 28 · EIN 34-1818085 | Investment Management | $176,384 |
INTEGRITY ASSET MANAGEMENT7+ years Filed as: INTEGRITY Service code 28 · EIN 86-1063006 | Investment Management | $58,988 |
KEYBANK NATIONAL ASSOCIATION2 years Service code 13 · EIN 34-0797057 | Contract Administrator | $42,808 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 7.50% | 35.98%-28.5pp | 10.75%-3.2pp | 15.63%-8.1pp |
| Employer contribution / active EE | $22,806 | $8,396+171.6% | $35,162-35.1% | $11,476+98.7% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |