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 | $30,650 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $0 |
Service code 60 | Sub-TA Fees | $0 |
MERCER5 years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $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 | $128,827 | $50,127+157.0% | $149,673-13.9% | $80,160+60.7% |
| Participation rate | 60.1% | 64.3%-4.2pp | 78.8%-18.7pp | 72.9%-12.8pp |
| Annual return | 19.39% | 29.82%-10.4pp | 134.42%-115.0pp | 40.38%-21.0pp |
| Employer contribution / active EE | $1,121 | $1,865-39.9% | $4,818-76.7% | $2,978-62.4% |
| Participant deferral / active EE | $7,470 | $3,194+133.9% | $5,680+31.5% | $5,017+48.9% |
| Admin fee / account holder | $85 | $153-44.4% | $13,210-99.4% | $145-41.5% |