Filed January 4, 2002
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 9-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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $152,127 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 16 · EIN 81-0776852 | Consulting | $22,000 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $980 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $791 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $424 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,849 | $56,095-14.7% | $178,490-73.2% | $90,288-47.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 15.45% | 28.81%-13.4pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,623 | $1,572+130.4% | $5,011-27.7% | $2,524+43.5% |
| Participant deferral / active EE | $4,245 | $2,669+59.1% | $5,202-18.4% | $4,232+0.3% |
| Admin fee / account holder | $82 | $101-19.0% | $13,984-99.4% | $114-28.5% |