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 | $36,558 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,873 |
Service code 60 | Sub-TA Fees | $0 |
MERCER4 years 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.
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 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 | $112,661 | $45,000+150.4% | $143,757-21.6% | $77,904+44.6% |
| Participation rate | 63.2% | 66.8%-3.6pp | 80.3%-17.1pp | 73.7%-10.5pp |
| Annual return | -16.97% | 29.03%-46.0pp | -0.04%-16.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,077 | $1,870-42.4% | $4,951-78.2% | $2,848-62.2% |
| Participant deferral / active EE | $7,658 | $3,157+142.6% | $5,637+35.9% | $4,806+59.3% |
| Admin fee / account holder | $86 | $98-12.3% | $14,673-99.4% | $133-34.9% |