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 | $40,313 |
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-0676865 | Custodial (securities); Trustee (bank... | $26,223 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $7,365 |
Filed as: PRIME BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $7,026 |
HARBOR3+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS3+ 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 INC3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | -7.37% | 9.03%-16.4pp | 90.60%-98.0pp | 627.08%-634.5pp |
| Employer contribution / active EE | $8,075 | $13,843-41.7% | $32,727-75.3% | $18,824-57.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |