Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
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 Service code 14 43 MAIN STREET SE STE 148 · MINNEAPOLIS, MN 55414 | Plan Administrator | $34,125 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,091 |
Filed as: FIDELITY MANAGEMENT INSTITUTIONAL Service code 60 · EIN 04-2647786 82 DEVONSHIRE · BOSTON, MA 02109 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,039 | $48,835+47.5% | $170,442-57.7% | $177,276-59.4% |
| Participation rate | 83.6% | 72.1%+11.5pp | 83.6%0pp | 74.8%+8.8pp |
| Annual return | 19.00% | 19.44%-0.4pp | 205.93%-186.9pp | 21.25%-2.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $6 | $52-88.5% | $13,880-100.0% | $154-96.1% |