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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 20-8714603 | Actuarial | $143,868 |
PRIME, BUCHHOLZ & ASSOCIATES8+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $28,389 |
COMMUNITY BANK, NA8+ years Filed as: COMMUNITY BANK Service code 21 · EIN 15-0436580 | Bank Trustee | $23,396 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $9,107 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 52 · EIN 23-2784752 | Indirect Investment Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 71 · EIN 20-5319476 | Brokerage Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENTS, LLC Service code 59 · EIN 13-3806694 | Shareholder Servicing | $0 |
HARBOR CAPITAL ADVISOR, INC.2 years Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS5 years Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC8+ 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -14.75% | -10.37%-4.4pp | -38.85%+24.1pp | 2.77%-17.5pp |
| Employer contribution / active EE | $6,265 | $8,700-28.0% | $37,752-83.4% | $15,262-58.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |