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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES5+ years Filed as: PRIME, BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $63,556 |
Service code 11 · EIN 20-8714603 | Actuarial | $49,271 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $31,969 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $6,037 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 52 · EIN 23-2784752 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 71 · EIN 20-5319476 | Brokerage Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENTS, LLC Service code 59 · EIN 13-3806694 | Shareholder Servicing | $0 |
HARBOR5+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS5+ 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 INC5+ 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 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | 3.49% | -14.45%+17.9pp | -38.85%+42.3pp | 39.77%-36.3pp |
| Employer contribution / active EE | $8,627 | $14,058-38.6% | $37,752-77.1% | $19,959-56.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |