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 | $44,411 |
Service code 14 · EIN 36-3465840 | Plan Administrator | $11,500 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC Service code 33 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,942 | $47,456+98.0% | $172,739-45.6% | $77,787+20.8% |
| Participation rate | 67.0% | 66.3%+0.7pp | 82.6%-15.6pp | 73.2%-6.2pp |
| Annual return | 21.88% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $837 | $1,574-46.8% | $5,143-83.7% | $2,504-66.6% |
| Participant deferral / active EE | $5,037 | $2,560+96.8% | $5,198-3.1% | $3,967+27.0% |
| Admin fee / account holder | $92 | $81+13.2% | $13,954-99.3% | $100-8.5% |