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 |
|---|---|---|
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $12,433 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $10,953 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,913 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $8,668 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $7,034 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,218 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,976 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,485 |
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 | $139,809 | $63,156+121.4% | $122,332+14.3% | $62,292+124.4% |
| Participation rate | 77.5% | 60.0%+17.5pp | 71.6%+5.9pp | 69.5%+8.0pp |
| Annual return | 20.22% | 20.61%-0.4pp | 30.27%-10.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,656 | $1,385+19.6% | $4,050-59.1% | $2,042-18.9% |
| Participant deferral / active EE | $6,794 | $2,321+192.7% | $3,287+106.7% | $3,169+114.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,478-100.0% | $479-100.0% |