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 | $115,234 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP,INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $58,085 |
Service code 14 · EIN 36-3465840 | Plan Administrator | $23,974 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,452 | $63,259+193.2% | $178,490+3.9% | $93,223+98.9% |
| Participation rate | 94.7% | 72.1%+22.6pp | 81.9%+12.8pp | 74.9%+19.8pp |
| Annual return | 20.21% | 19.93%+0.3pp | 151.07%-130.9pp | 19.29%+0.9pp |
| Employer contribution / active EE | $5,134 | $1,865+175.4% | $5,011+2.5% | $2,680+91.6% |
| Participant deferral / active EE | $6,936 | $3,372+105.7% | $5,202+33.3% | $4,563+52.0% |
| Admin fee / account holder | $56 | $58-3.5% | $13,984-99.6% | $79-29.3% |