Filed February 6, 2001
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 10-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: FIDELITY INVESTMENTS INST OPER Service code 37 · EIN 04-2647786 | Loan Processing | $545,237 |
MERCER7 years Filed as: PAVILION ADVISORY GROUP,INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $36,833 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $14,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,998 | $67,679+199.9% | $155,509+30.5% | $99,062+104.9% |
| Participation rate | 95.6% | 67.2%+28.4pp | 78.2%+17.5pp | 71.6%+24.0pp |
| Annual return | 16.47% | 16.16%+0.3pp | 64.67%-48.2pp | 17.66%-1.2pp |
| Employer contribution / active EE | $6,156 | $2,268+171.4% | $4,672+31.8% | $3,262+88.7% |
| Participant deferral / active EE | $8,508 | $3,828+122.2% | $5,626+51.2% | $5,331+59.6% |
| Admin fee / account holder | $54 | $94-42.0% | $15,912-99.7% | $109-50.2% |