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 |
|---|---|---|
Filed as: SNYDER CAPITAL MANAGEMENT, LP Service code 28 · EIN 04-3370184 101 MISSION ST · SAN FRANCISCO, CA 94105 | Investment Management | $14,180 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,386 |
Service code 25 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Directed Trustee | $10,409 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $9,840 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $6,892 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQUARE PARTNERS, LLC Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,238 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,964 |
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 | $92,040 | $41,281+123.0% | $109,313-15.8% | $57,658+59.6% |
| Participation rate | 54.1% | 59.3%-5.3pp | 71.3%-17.2pp | 70.2%-16.1pp |
| Annual return | 10.44% | 8.97%+1.5pp | 22.07%-11.6pp | 5.13%+5.3pp |
| Employer contribution / active EE | $868 | $1,201-27.8% | $3,892-77.7% | $1,974-56.0% |
| Participant deferral / active EE | $3,506 | $2,223+57.7% | $3,166+10.7% | $3,061+14.6% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |