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 |
|---|---|---|
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $10,924 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,912 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $7,581 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,525 |
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 | $121,753 | $38,969+212.4% | $109,313+11.4% | $55,167+120.7% |
| Participation rate | 75.6% | 58.2%+17.3pp | 71.3%+4.3pp | 69.0%+6.6pp |
| Annual return | 10.80% | 8.26%+2.5pp | 22.07%-11.3pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,649 | $1,227+34.5% | $3,892-57.6% | $1,963-16.0% |
| Participant deferral / active EE | $6,805 | $2,176+212.8% | $3,166+114.9% | $3,054+122.8% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |