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 | $123,228 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP,INC Service code 16 · EIN 04-3831795 | Consulting | $41,835 |
Service code 14 · EIN 36-3465840 | Plan Administrator | $12,800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,735 | $53,565+187.0% | $172,739-11.0% | $82,204+87.0% |
| Participation rate | 96.0% | 69.6%+26.4pp | 82.6%+13.4pp | 73.4%+22.6pp |
| Annual return | 22.18% | 31.42%-9.2pp | 802.84%-780.7pp | 26.31%-4.1pp |
| Employer contribution / active EE | $4,989 | $1,857+168.7% | $5,143-3.0% | $2,707+84.3% |
| Participant deferral / active EE | $6,511 | $3,006+116.6% | $5,198+25.3% | $4,246+53.4% |
| Admin fee / account holder | $60 | $61-1.4% | $13,954-99.6% | $76-20.0% |