Filed January 26, 2004
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 |
|---|---|---|
Service code 11 · EIN 20-8714603 | Actuarial | $43,882 |
COMMUNITY BANK, NA2+ years Filed as: COMMUNITY BANK Service code 21 · EIN 15-0436580 | Bank Trustee | $23,990 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Service code 27 · EIN 15-0426421 | Advisory (Plan) | $19,544 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $5,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 51 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Mgmt Fees | $0 |
FMI FUNDS2+ years Filed as: FMI FUNDS, INC. Service code 51 100 EAST WISCONSIN AVE, SUITE 2200 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $0 |
STRALEM AND COMPANY2+ years Filed as: STRALEM AND COMPANY, INCORPORATED Service code 51 645 MADISON AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 51 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Mgmt Fees | $0 |
See 1 actuary disclosure. $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.27% | 5.09%-0.8pp | 5.00%-0.7pp | 7.18%-2.9pp |
| Employer contribution / active EE | $2,646 | $7,393-64.2% | $35,918-92.6% | $13,095-79.8% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |