Filed March 30, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,251 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $75,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,311 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,008 | $78,852+54.7% | $76,768+58.9% | $75,289+62.1% |
| Participation rate | 82.1% | 85.0%-2.8pp | 77.0%+5.2pp | 72.4%+9.7pp |
| Annual return | -6.36% | -1.29%-5.1pp | 2.43%-8.8pp | -0.04%-6.3pp |
| Employer contribution / active EE | $3,492 | $2,794+25.0% | $2,485+40.5% | $2,405+45.2% |
| Participant deferral / active EE | $4,427 | $4,800-7.8% | $3,852+14.9% | $3,739+18.4% |
| Admin fee / account holder | $47 | $79-40.0% | $6,675-99.3% | $102-53.7% |