Filed January 4, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $159,275 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $80,044 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 95-3207191 | Consulting | $14,282 |
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-2647786 | Consulting | $0 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,372 | $50,458+251.5% | $160,009+10.9% | $64,819+173.6% |
| Participation rate | 99.5% | 68.0%+31.4pp | 78.0%+21.5pp | 71.5%+28.0pp |
| Annual return | -17.07% | -13.42%-3.7pp | 408.85%-425.9pp | 32.84%-49.9pp |
| Employer contribution / active EE | $15,031 | $1,722+772.8% | $4,225+255.7% | $2,507+499.6% |
| Participant deferral / active EE | $15,506 | $4,004+287.3% | $6,183+150.8% | $4,311+259.7% |
| Admin fee / account holder | $8 | $706-98.9% | $8,715-99.9% | $188-95.9% |