Filed April 5, 2016 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $371,300 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC Service code 10 · EIN 04-3831795 | Accounting | $76,925 |
THE WAGNER LAW GROUP2 years Service code 16 · EIN 04-3323315 | Consulting | $39,600 |
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 | $40,395 | $46,969-14.0% | $154,107-73.8% | $73,367-44.9% |
| Participation rate | 90.0% | 72.4%+17.6pp | 83.0%+7.0pp | 69.5%+20.5pp |
| Annual return | -4.19% | 821.68%-825.9pp | 735.12%-739.3pp | 173.45%-177.6pp |
| Employer contribution / active EE | $676 | $1,723-60.8% | $5,298-87.2% | $2,499-73.0% |
| Participant deferral / active EE | $3,948 | $3,162+24.8% | $5,081-22.3% | $4,033-2.1% |
| Admin fee / account holder | $33 | $47-29.2% | $13,411-99.8% | $68-51.8% |