Filed October 18, 2004 (most recent of 2 filings on file)
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 · SAN FRANCISCO, CA 94105 | Investment Management | $14,232 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,013 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 28 · EIN 06-1404803 1 STATION PLACE · STAMFORD, CT 06902 | Investment Management | $11,093 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAM ASSET MANAGEMENT, LLC Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $10,157 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,550 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,846 |
HS MANAGEMENT PARTNERS, LLC1+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $7,012 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,201 | $47,078+81.0% | $100,671-15.4% | $55,191+54.4% |
| Participation rate | 54.8% | 58.0%-3.2pp | 70.7%-15.9pp | 69.2%-14.4pp |
| Annual return | 0.46% | 0.65%-0.2pp | 20.43%-20.0pp | 10.78%-10.3pp |
| Employer contribution / active EE | $903 | $1,065-15.2% | $4,012-77.5% | $1,899-52.4% |
| Participant deferral / active EE | $3,575 | $2,038+75.4% | $3,144+13.7% | $3,046+17.3% |
| Admin fee / account holder | $0 | $153-100.0% | $4,850-100.0% | $91-100.0% |