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 | $142,754 |
PRIME, BUCHHOLZ & ASSOCIATES4+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $23,410 |
COMMUNITY BANK, NA4+ years Filed as: COMMUNITY BANK Service code 21 · EIN 15-0436580 | Bank Trustee | $11,376 |
STATE STREET GLOBAL ADVISORS4+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $10,000 |
HARBOR1 year Filed as: HARBOR CAPITAL ADVISORS, INC Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS1 year Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment 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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.67% | -2.48%-3.2pp | -102.03%+96.4pp | 0.19%-5.9pp |
| Employer contribution / active EE | $4,703 | $7,648-38.5% | $36,229-87.0% | $13,763-65.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |