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 |
|---|---|---|
MERCER5 years Filed as: PAVILION ADVISORY GROUP,INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $46,460 |
Filed as: FIDELITY INVESTMENTS INST OPER Service code 37 · EIN 04-2647786 | Loan Processing | $38,326 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $13,067 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,069 | $52,346+194.3% | $143,757+7.2% | $78,044+97.4% |
| Participation rate | 95.0% | 72.7%+22.3pp | 80.3%+14.7pp | 74.4%+20.5pp |
| Annual return | -17.55% | -14.19%-3.4pp | -0.04%-17.5pp | 10.87%-28.4pp |
| Employer contribution / active EE | $5,363 | $2,131+151.7% | $4,951+8.3% | $3,125+71.6% |
| Participant deferral / active EE | $7,610 | $3,800+100.2% | $5,637+35.0% | $5,084+49.7% |
| Admin fee / account holder | $53 | $63-16.8% | $14,673-99.6% | $79-33.2% |