Filed November 8, 2008
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 |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE, STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $29,000 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,426 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,275 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $9,552 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,373 | $56,443-12.5% | $83,848-41.1% | $55,725-11.4% |
| Participation rate | 95.6% | 72.0%+23.5pp | 76.1%+19.4pp | 70.9%+24.7pp |
| Annual return | -4.64% | 393.67%-398.3pp | 850.88%-855.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $3,101 | $2,682+15.6% | $3,631-14.6% | $2,078+49.2% |
| Participant deferral / active EE | $4,527 | $2,965+52.7% | $4,082+10.9% | $3,356+34.9% |
| Admin fee / account holder | $63 | $156-59.8% | $5,478-98.9% | $115-45.5% |