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 MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $14,385 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $12,738 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,224 |
IRIDIAN ASSET MANAGEMENT, LLC3 years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $8,414 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,765 |
HS MANAGEMENT PARTNERS, LLC4+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $6,229 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,972 |
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 | $122,765 | $44,221+177.6% | $121,196+1.3% | $56,287+118.1% |
| Participation rate | 80.0% | 61.1%+18.9pp | 71.7%+8.3pp | 69.9%+10.1pp |
| Annual return | -1.35% | -3.58%+2.2pp | 16.93%-18.3pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,764 | $1,480+19.2% | $4,022-56.1% | $2,111-16.4% |
| Participant deferral / active EE | $7,530 | $2,521+198.7% | $3,344+125.1% | $3,350+124.8% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |