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.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $17,150 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $10,399 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $60,278 | $66,601-9.5% | $92,893-35.1% | $67,579-10.8% |
| Participation rate | 95.3% | 72.5%+22.8pp | 76.0%+19.3pp | 71.3%+24.0pp |
| Annual return | 20.81% | 92.58%-71.8pp | 109.41%-88.6pp | 378.56%-357.7pp |
| Employer contribution / active EE | $3,678 | $2,775+32.5% | $3,653+0.7% | $2,148+71.3% |
| Participant deferral / active EE | $4,853 | $3,157+53.8% | $4,236+14.6% | $3,539+37.1% |
| Admin fee / account holder | $63 | $199-68.4% | $5,794-98.9% | $142-55.9% |