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 17 · EIN 81-0776852 | Pension Consulting | $32,032 |
BOIVIN & ASSOCIATES4+ years Service code 10 · EIN 27-1516157 | Accounting | $6,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,304 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,729 | $75,388+48.2% | $123,544-9.6% | $55,725+100.5% |
| Participation rate | 95.5% | 75.7%+19.9pp | 82.3%+13.2pp | 70.9%+24.7pp |
| Annual return | -5.50% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,676 | $3,063+20.0% | $4,628-20.6% | $2,078+76.9% |
| Participant deferral / active EE | $8,062 | $5,651+42.7% | $6,426+25.5% | $3,356+140.2% |
| Admin fee / account holder | -$31 | $120-125.6% | $9,284-100.3% | $115-126.6% |