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 | $34,570 |
BOIVIN & ASSOCIATES4+ years Filed as: BOIVIN & ASSOCIATES, CPAS, LLC Service code 10 · EIN 27-1516157 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,438 |
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 | $142,426 | $88,122+61.6% | $141,162+0.9% | $67,579+110.8% |
| Participation rate | 96.0% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 25.87% | 75.40%-49.5pp | 71.39%-45.5pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,893 | $3,224+20.7% | $4,735-17.8% | $2,148+81.3% |
| Participant deferral / active EE | $9,121 | $5,958+53.1% | $6,709+36.0% | $3,539+157.7% |
| Admin fee / account holder | -$44 | $131-133.3% | $10,261-100.4% | $142-130.6% |