Filed July 20, 2001 (most recent of 2 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 |
|---|---|---|
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $88,740 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $17,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,657 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,394 | $221,442-39.3% | $92,233+45.7% | $77,958+72.4% |
| Participation rate | 98.1% | 79.6%+18.5pp | 76.5%+21.6pp | 71.6%+26.5pp |
| Annual return | 18.13% | 15.65%+2.5pp | 176.28%-158.2pp | 20.87%-2.7pp |
| Employer contribution / active EE | $9,199 | $3,226+185.1% | $3,679+150.0% | $2,310+298.1% |
| Participant deferral / active EE | $8,734 | $2,779+214.3% | $3,897+124.1% | $3,537+147.0% |
| Admin fee / account holder | $43 | $210-79.7% | $5,194-99.2% | $97-56.2% |