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 INC Service code 14 · EIN 41-1567437 | Plan Administrator | $43,750 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,397 |
Service code 65 · EIN 04-2647786 82 DEVONSHIRE STREET KW1C · BOSTON, MA 02109 | Account Maintenance | $0 |
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 | $62,280 | $53,684+16.0% | $170,442-63.5% | $80,976-23.1% |
| Participation rate | 92.2% | 69.2%+23.0pp | 83.6%+8.6pp | 68.3%+23.9pp |
| Annual return | 19.69% | 25.97%-6.3pp | 205.93%-186.2pp | 22.91%-3.2pp |
| Employer contribution / active EE | $3,241 | $1,642+97.4% | $5,433-40.3% | $2,402+34.9% |
| Participant deferral / active EE | $4,533 | $3,017+50.3% | $4,939-8.2% | $3,848+17.8% |
| Admin fee / account holder | $10 | $46-77.5% | $13,880-99.9% | $67-84.6% |