Filed June 24, 2005
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 |
|---|---|---|
PAVILLION ADVISORY GROUP, INC.1+ years Filed as: PAVILLION ADVISORY GROUP, INC Service code 27 227 W. MONROE STREET SUITE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $97,500 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,144 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56,360 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 227 WEST MONROE STREET · CHICAGO, IL 606065096 | Legal | $46,123 |
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 | $29,569 | $37,039-20.2% | $147,614-80.0% | $59,188-50.0% |
| Participation rate | 88.4% | 63.8%+24.6pp | 84.6%+3.8pp | 69.4%+19.0pp |
| Annual return | 1.15% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,840 | $1,353+36.0% | $5,564-66.9% | $2,098-12.3% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $32 | $60-46.0% | $11,611-99.7% | $92-64.8% |