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 |
|---|---|---|
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $71,244 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $18,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$180,536 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,281 | $60,396+110.7% | $83,848+51.8% | $75,289+69.1% |
| Participation rate | 97.9% | 80.7%+17.2pp | 76.1%+21.8pp | 72.4%+25.5pp |
| Annual return | -5.77% | 3.84%-9.6pp | 850.88%-856.6pp | -0.04%-5.7pp |
| Employer contribution / active EE | $6,984 | $3,343+108.9% | $3,631+92.4% | $2,405+190.4% |
| Participant deferral / active EE | $9,345 | $2,922+219.8% | $4,082+129.0% | $3,739+150.0% |
| Admin fee / account holder | $112 | $141-20.9% | $5,478-98.0% | $102+9.2% |