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 |
|---|---|---|
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $71,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,857 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
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 | $144,513 | $66,051+118.8% | $92,893+55.6% | $77,787+85.8% |
| Participation rate | 98.5% | 81.0%+17.6pp | 76.0%+22.5pp | 73.2%+25.3pp |
| Annual return | 24.32% | 20.69%+3.6pp | 109.41%-85.1pp | 32.57%-8.3pp |
| Employer contribution / active EE | $6,038 | $3,426+76.3% | $3,653+65.3% | $2,504+141.1% |
| Participant deferral / active EE | $9,680 | $3,013+221.2% | $4,236+128.5% | $3,967+144.0% |
| Admin fee / account holder | $108 | $148-26.6% | $5,794-98.1% | $100+8.4% |