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 8-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 | $111,258 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-0676865 | Trustee (bank, trust company, or simi... | $24,595 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $17,500 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME, BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $5,348 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 52 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
FMI FUNDS1+ years Filed as: FMI FUNDS, INC Service code 68 100 EAST WISCONSIN AVE SUITE 2200 · MILWAUKEE, WI 53202 | Soft dollars commissions | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS1+ years Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET, SUITE 160 · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1+ 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | 7.67% | -2.51%+10.2pp | -102.03%+109.7pp | -0.69%+8.4pp |
| Employer contribution / active EE | $4,362 | $11,346-61.6% | $36,229-88.0% | $16,786-74.0% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |