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 MANAGEMENT2 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $19,178 |
JACKSON SQUARE PARTNERS2 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $16,982 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2777220 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $12,298 |
Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $11,074 |
HS MANAGEMENT PARTNERS, LLC4+ years Service code 28 · EIN 26-0335469 598 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $8,199 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $7,964 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,375 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY ASSET MANAGEMENT, LLP Service code 51 | Investment Mgmt Fees | $5,179 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $5,061 |
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 | $99,135 | $39,898+148.5% | $121,196-18.2% | $55,725+77.9% |
| Participation rate | 56.5% | 61.2%-4.8pp | 71.7%-15.3pp | 70.9%-14.4pp |
| Annual return | -4.32% | -0.96%-3.4pp | 16.93%-21.3pp | 244.93%-249.3pp |
| Employer contribution / active EE | $916 | $1,295-29.3% | $4,022-77.2% | $2,078-55.9% |
| Participant deferral / active EE | $3,713 | $2,439+52.2% | $3,344+11.0% | $3,356+10.6% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |