See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SNYDER CAPITAL MANAGEMENT4 years Service code 25 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Directed Trustee | $14,101 |
JACKSON SQUARE PARTNERS5 years Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $11,843 |
ARIEL INVESTMENTS, LLC2 years Service code 28 · EIN 02-0712418 200 EAST RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $6,903 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 650 NEWPORT DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $6,302 |
Filed as: CAMBRIDGE ASSOCIATES Service code 27 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $6,016 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Directed Trustee | $5,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,575 | $45,602+177.6% | $117,472+7.7% | $66,914+89.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -16.89% | -16.74%-0.2pp | 29.74%-46.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $12,562 | $1,579+695.7% | $4,176+200.8% | $2,544+393.8% |
| Participant deferral / active EE | $7,315 | $2,845+157.1% | $4,070+79.7% | $4,237+72.7% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |