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 | $416,547 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $52,273 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,656 | $105,247+33.6% | $87,100+61.5% | $77,787+80.8% |
| Participation rate | 91.6% | 85.8%+5.8pp | 76.9%+14.7pp | 73.2%+18.4pp |
| Annual return | 28.11% | 24.52%+3.6pp | 28.19%-0.1pp | 32.57%-4.5pp |
| Employer contribution / active EE | $3,874 | $2,895+33.8% | $2,521+53.7% | $2,504+54.7% |
| Participant deferral / active EE | $4,982 | $5,060-1.5% | $4,049+23.1% | $3,967+25.6% |
| Admin fee / account holder | $103 | $104-1.6% | $7,497-98.6% | $100+2.7% |