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 |
|---|---|---|
Filed as: BOOMERSHINE CONSULTING GROUP Service code 11 · EIN 20-8714603 | Actuarial | $112,737 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $40,891 |
PRIME, BUCHHOLZ & ASSOCIATES4 years Filed as: PRIME BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $32,227 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $8,856 |
BLACKROCK3 years Filed as: BLACKROCK ADVISORS, LLC Service code 52 · EIN 23-2784752 | Indirect Investment Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MANAGEMENT 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 |
HARBOR6+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS6+ 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 INC6+ 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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | -7.74% | 9.92%-17.7pp | 32.30%-40.0pp | 22.81%-30.6pp |
| Employer contribution / active EE | $5,871 | $16,139-63.6% | $33,955-82.7% | $18,290-67.9% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |