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 Service code 37 · EIN 04-2647786 | Loan Processing | $105,033 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
Service code 60 | Sub-TA Fees | $0 |
MERCER6 years Filed as: PAVILION ADVISORY GROUP, INC Service code 33 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,948 | $53,136+118.2% | $155,509-25.4% | $199,593-41.9% |
| Participation rate | 65.3% | 64.1%+1.2pp | 78.2%-12.9pp | 72.0%-6.7pp |
| Annual return | 15.70% | 41.15%-25.4pp | 64.67%-49.0pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,016 | $1,851-45.1% | $4,672-78.3% | $3,034-66.5% |
| Participant deferral / active EE | $6,002 | $3,161+89.9% | $5,626+6.7% | $5,087+18.0% |
| Admin fee / account holder | $71 | $185-61.5% | $15,912-99.6% | $269-73.4% |