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 | $50,296 |
Service code 60 | Sub-TA Fees | $0 |
MERCER2 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 | $120,700 | $56,095+115.2% | $178,490-32.4% | $90,288+33.7% |
| Participation rate | 63.6% | 65.6%-1.9pp | 81.9%-18.3pp | 73.4%-9.7pp |
| Annual return | 19.67% | 28.81%-9.1pp | 151.07%-131.4pp | 53.97%-34.3pp |
| Employer contribution / active EE | $1,006 | $1,572-36.0% | $5,011-79.9% | $2,524-60.1% |
| Participant deferral / active EE | $5,908 | $2,669+121.4% | $5,202+13.6% | $4,232+39.6% |
| Admin fee / account holder | $77 | $101-23.4% | $13,984-99.4% | $114-32.4% |