Filed July 16, 2013
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 |
|---|---|---|
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC Service code 16 · EIN 04-3831795 | Consulting | $76,529 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,365 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORTON Service code 16 · EIN 36-6055558 | Consulting | $11,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $127,136 | $92,222+37.9% | $76,768+65.6% | $135,375-6.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.03% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,266 | $4,509+194.2% | $3,852+244.4% | $5,609+136.5% |
| Admin fee / account holder | $101 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |