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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $258,575 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $19,450 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831796 | Advisory (Plan) | $5,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,378 | $221,442-97.6% | $92,233-94.2% | $77,958-93.1% |
| Participation rate | 96.0% | 79.6%+16.4pp | 76.5%+19.5pp | 71.6%+24.4pp |
| Annual return | 11.83% | 15.65%-3.8pp | 176.28%-164.4pp | 20.87%-9.0pp |
| Employer contribution / active EE | $742 | $3,226-77.0% | $3,679-79.8% | $2,310-67.9% |
| Participant deferral / active EE | $2,140 | $2,779-23.0% | $3,897-45.1% | $3,537-39.5% |
| Admin fee / account holder | $77 | $210-63.5% | $5,194-98.5% | $97-21.4% |