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 FINANCIAL GROUP Service code 16 · EIN 76-0772781 | Consulting | $27,967 |
BOIVIN & ASSOCIATES1+ years Filed as: BOIVIN & ASSOCIATES, CPAS, LLC Service code 10 · EIN 27-1516157 | Accounting | $6,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,203 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,518 | $80,177+39.1% | $123,892-10.0% | $57,658+93.4% |
| Participation rate | 89.8% | 74.4%+15.3pp | 81.4%+8.4pp | 70.2%+19.6pp |
| Annual return | 10.92% | 17.90%-7.0pp | 47.52%-36.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $3,343 | $2,913+14.8% | $4,617-27.6% | $1,974+69.4% |
| Participant deferral / active EE | $7,260 | $5,130+41.5% | $5,984+21.3% | $3,061+137.2% |
| Admin fee / account holder | -$15 | $106-113.8% | $8,357-100.2% | $95-115.6% |