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 | $445,290 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $55,675 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $39,000 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $23,340 |
Form 5500 reported that benefits due were not provided when due.
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 | $49,579 | $58,202-14.8% | $172,739-71.3% | $89,569-44.6% |
| Participation rate | 91.8% | 72.8%+18.9pp | 82.6%+9.1pp | 69.6%+22.2pp |
| Annual return | 24.15% | 61.59%-37.4pp | 802.84%-778.7pp | 34.56%-10.4pp |
| Employer contribution / active EE | $666 | $1,759-62.2% | $5,143-87.1% | $2,584-74.2% |
| Participant deferral / active EE | $4,251 | $3,335+27.5% | $5,198-18.2% | $4,220+0.7% |
| Admin fee / account holder | $37 | $53-30.3% | $13,954-99.7% | $72-48.9% |