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 | Direct payment from the plan; Recordk... | $191,807 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 16 · EIN 81-0776852 | Consulting | $22,000 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
ADP BROKER-DEALER7+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $418 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ 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 | $54,392 | $67,512-19.4% | $185,823-70.7% | $93,030-41.5% |
| Participation rate | 98.5% | 67.1%+31.3pp | 81.7%+16.8pp | 73.9%+24.5pp |
| Annual return | 13.74% | 21.04%-7.3pp | 122.05%-108.3pp | 158.70%-145.0pp |
| Employer contribution / active EE | $3,181 | $1,783+78.4% | $5,167-38.4% | $2,706+17.6% |
| Participant deferral / active EE | $4,461 | $3,035+47.0% | $5,568-19.9% | $4,562-2.2% |
| Admin fee / account holder | $102 | $318-67.9% | $16,237-99.4% | $152-32.7% |