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 |
|---|---|---|
MERCER6 years Filed as: PAVILION ADVISORY GROUP,INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $59,468 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $13,408 |
Filed as: FIDELITY INVESTMENTS INST OPER Service code 60 | Sub-TA Fees | $0 |
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 | $175,604 | $59,339+195.9% | $149,673+17.3% | $103,482+69.7% |
| Participation rate | 95.8% | 70.2%+25.6pp | 78.8%+17.0pp | 73.3%+22.5pp |
| Annual return | 20.46% | 77.78%-57.3pp | 134.42%-114.0pp | 33.11%-12.7pp |
| Employer contribution / active EE | $5,471 | $2,178+151.2% | $4,818+13.6% | $3,208+70.6% |
| Participant deferral / active EE | $7,947 | $3,716+113.8% | $5,680+39.9% | $5,207+52.6% |
| Admin fee / account holder | $54 | $103-47.6% | $13,210-99.6% | $114-52.7% |