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 17 · EIN 81-0776852 | Pension Consulting | $28,737 |
BOIVIN & ASSOCIATES2+ years Filed as: BOIVIN & ASSOCIATES, CPAS, LLC Service code 10 · EIN 27-1516157 | Accounting | $6,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $124,689 | $155,795-20.0% | $136,294-8.5% | $69,631+79.1% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 22.31% | 232464.33%-232442.0pp | 5155.94%-5133.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,731 | $2,991+24.7% | $4,695-20.5% | $2,032+83.6% |
| Participant deferral / active EE | $7,905 | $5,394+46.6% | $6,247+26.5% | $3,224+145.2% |
| Admin fee / account holder | -$17 | $128-113.3% | $9,243-100.2% | $110-115.4% |