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 | Recordkeeping fees; Participant loan ... | $174,090 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 16 · EIN 81-0776852 | Consulting | $22,000 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $830 |
ADP BROKER-DEALER8+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $369 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,725 | $45,000-7.3% | $143,757-71.0% | $77,904-46.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.45% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $3,588 | $1,870+91.9% | $4,951-27.5% | $2,848+26.0% |
| Participant deferral / active EE | $4,990 | $3,157+58.1% | $5,637-11.5% | $4,806+3.8% |
| Admin fee / account holder | $87 | $98-11.7% | $14,673-99.4% | $133-34.4% |