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 70 · EIN 81-0776852 | Consulting Fees | $32,000 |
BOIVIN & ASSOCIATES6+ years Service code 10 · EIN 27-1516157 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,578 |
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 | $165,441 | $100,801+64.1% | $149,696+10.5% | $73,409+125.4% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.5%+14.3pp | 72.2%+24.7pp |
| Annual return | 17.53% | 265.34%-247.8pp | 276.60%-259.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,765 | $3,312-46.7% | $4,644-62.0% | $2,234-21.0% |
| Participant deferral / active EE | $9,518 | $6,404+48.6% | $6,842+39.1% | $3,805+150.1% |
| Admin fee / account holder | -$67 | $181-136.8% | $9,309-100.7% | $158-142.1% |