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 | $97,660 |
PRIME, BUCHHOLZ & ASSOCIATES6 years Filed as: PRIME BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $41,326 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $32,561 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $5,515 |
HARBOR8+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS8+ 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 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. $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 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 5.22% | 8.40%-3.2pp | 8.80%-3.6pp | 9.14%-3.9pp |
| Employer contribution / active EE | $6,223 | $16,322-61.9% | $29,429-78.9% | $19,963-68.8% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |