Filed December 22, 1992
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 |
|---|---|---|
SNYDER CAPITAL MANAGEMENT1+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 101 MISSION STE 1400 · SAN FRANCISCO, CA 94105 | Investment Management | $11,930 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $9,298 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH UPPER WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,005 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN ASSET MANAGEMENT. LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,935 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,996 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,778 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $5,478 |
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 | $118,468 | $37,134+219.0% | $100,671+17.7% | $52,331+126.4% |
| Participation rate | 75.0% | 57.7%+17.3pp | 70.7%+4.3pp | 68.1%+6.9pp |
| Annual return | 15.12% | 0.10%+15.0pp | 20.43%-5.3pp | 4.54%+10.6pp |
| Employer contribution / active EE | $1,641 | $1,187+38.2% | $4,012-59.1% | $1,882-12.8% |
| Participant deferral / active EE | $6,557 | $2,163+203.1% | $3,144+108.6% | $3,022+117.0% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |