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 16 · EIN 81-0776852 | Consulting | $32,000 |
BOIVIN & ASSOCIATES7+ years Service code 10 · EIN 27-1516157 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$154,076 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,828 | $104,317+81.0% | $159,436+18.4% | $86,799+117.5% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.8pp |
| Annual return | 16.72% | 26.32%-9.6pp | 263.57%-246.8pp | 97.91%-81.2pp |
| Employer contribution / active EE | $4,431 | $3,451+28.4% | $4,829-8.2% | $2,405+84.2% |
| Participant deferral / active EE | $9,879 | $6,837+44.5% | $7,352+34.4% | $4,131+139.1% |
| Admin fee / account holder | -$104 | $172-160.1% | $10,799-101.0% | $170-161.1% |