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 | $95,140 |
MERCER4 years Filed as: PAVILION ADVISORY GROUP,INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $34,718 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $21,600 |
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 | $201,266 | $69,238+190.7% | $185,823+8.3% | $101,517+98.3% |
| Participation rate | 94.5% | 73.5%+20.9pp | 81.7%+12.8pp | 74.6%+19.9pp |
| Annual return | 14.81% | 21.26%-6.5pp | 122.05%-107.2pp | 21.00%-6.2pp |
| Employer contribution / active EE | $5,195 | $2,104+146.9% | $5,167+0.5% | $2,973+74.7% |
| Participant deferral / active EE | $7,252 | $3,764+92.7% | $5,568+30.3% | $4,873+48.8% |
| Admin fee / account holder | $54 | $66-18.1% | $16,237-99.7% | $139-61.0% |