Filed September 22, 1992
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 |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 16 · EIN 04-3831795 | Consulting | $6,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,582 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,211 | $47,456-17.4% | $172,739-77.3% | $77,787-49.6% |
| Participation rate | 77.8% | 66.3%+11.6pp | 82.6%-4.8pp | 73.2%+4.6pp |
| Annual return | 24.04% | 35.57%-11.5pp | 802.84%-778.8pp | 32.57%-8.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,729 | $2,560+6.6% | $5,198-47.5% | $3,967-31.2% |
| Admin fee / account holder | $6 | $81-92.6% | $13,954-100.0% | $100-94.0% |