Filed July 13, 2015
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, LLC Service code 16 · EIN 81-0776852 | Consulting | $32,000 |
BOIVIN & ASSOCIATES11+ years Service code 10 · EIN 27-1516157 | Accounting | $8,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$214,670 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,171 | $145,877+35.8% | $150,045+32.1% | $102,872+92.6% |
| Participation rate | 96.6% | 79.8%+16.7pp | 82.3%+14.2pp | 73.0%+23.5pp |
| Annual return | 19.30% | 21.37%-2.1pp | 62.55%-43.3pp | 19.06%+0.2pp |
| Employer contribution / active EE | $4,882 | $4,710+3.6% | $4,693+4.0% | $3,526+38.4% |
| Participant deferral / active EE | $11,509 | $9,491+21.3% | $7,997+43.9% | $5,535+107.9% |
| Admin fee / account holder | -$110 | $176-162.3% | $13,435-100.8% | $292-137.5% |