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 |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC Service code 24 227 W MONROE ST STE 2020 · CHICAGO, IL 60606 | Discretionary Trustee | $35,526 |
MCDERMOTT WILL & EMERY LLP4+ years Service code 29 444 WEST LAKE STE · CHICAGO, IL 60606 | Legal | $3,392 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,413 | $45,382-39.6% | $154,107-82.2% | $75,289-63.6% |
| Participation rate | 95.2% | 65.9%+29.3pp | 83.0%+12.1pp | 72.4%+22.7pp |
| Annual return | -2.98% | -0.47%-2.5pp | 735.12%-738.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,074 | $1,533+35.3% | $5,298-60.8% | $2,405-13.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $6 | $89-93.3% | $13,411-100.0% | $102-94.2% |