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 |
|---|---|---|
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC Service code 16 · EIN 04-3831795 | Consulting | $62,617 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,136 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORTON Service code 16 · EIN 36-6055558 | Consulting | $10,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,480,487 | $103,376+1332.1% | $87,100+1599.7% | $152,861+868.5% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.9%-76.9pp | 82.4%-82.4pp |
| Annual return | 18.38% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,315 | $4,778+178.7% | $4,049+228.9% | $5,850+127.6% |
| Admin fee / account holder | $1,044 | $12,205-91.4% | $7,497-86.1% | $11,596-91.0% |