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 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$378,544 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,432 | $107,459+51.2% | $135,903+19.5% | $80,160+102.6% |
| Participation rate | 96.4% | 78.0%+18.4pp | 81.9%+14.5pp | 72.9%+23.5pp |
| Annual return | 21.58% | 91.91%-70.3pp | 68.23%-46.6pp | 40.38%-18.8pp |
| Employer contribution / active EE | $4,480 | $3,877+15.5% | $4,856-7.7% | $2,978+50.5% |
| Participant deferral / active EE | $10,260 | $8,195+25.2% | $7,758+32.3% | $5,017+104.5% |
| Admin fee / account holder | -$256 | $127-302.0% | $10,762-102.4% | $145-276.9% |