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 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$445,497 |
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 | $173,810 | $122,186+42.3% | $146,958+18.3% | $199,593-12.9% |
| Participation rate | 96.4% | 78.3%+18.1pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 22.04% | 30.56%-8.5pp | 418.34%-396.3pp | 34.25%-12.2pp |
| Employer contribution / active EE | $4,280 | $4,093+4.6% | $4,933-13.2% | $3,034+41.1% |
| Participant deferral / active EE | $11,039 | $8,502+29.8% | $8,070+36.8% | $5,087+117.0% |
| Admin fee / account holder | -$270 | $179-251.0% | $12,998-102.1% | $269-200.4% |