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 Service code 24 227 W MONROE ST STE 2020 · CHICAGO, IL 60606 | Discretionary Trustee | $27,434 |
Filed as: GREAT WEST LIFE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,462 |
AKERMAN SENTERFITT & EIDSON PA1 year Service code 29 255 S ORANGE AVE STE 1300 · ORLANDO, FL 32801 | Legal | $3,123 |
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 | $29,989 | $47,456-36.8% | $172,739-82.6% | $77,787-61.4% |
| Participation rate | 94.6% | 66.3%+28.3pp | 82.6%+11.9pp | 73.2%+21.4pp |
| Annual return | 18.92% | 35.57%-16.7pp | 802.84%-783.9pp | 32.57%-13.7pp |
| Employer contribution / active EE | $2,121 | $1,574+34.7% | $5,143-58.8% | $2,504-15.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $16 | $81-80.4% | $13,954-99.9% | $100-84.2% |