Filed May 15, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $114,558 |
PINNACLE TRUST CO1+ years Filed as: PINNACLE TRUST CO. Service code 26 · EIN 72-1353795 | Advisory (Participants) | $20,000 |
Filed as: PINNACLE INS AGENCY Service code 16 | Consulting | $17,423 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL GULF SOUTH LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $13,653 |
PINNACLE INSURANCE AGENCY1+ years Service code 16 · EIN 64-0936752 | Consulting | $12,042 |
Filed as: GRANTHAM POOLE CPA Service code 10 · EIN 64-0936752 | Accounting | $9,815 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $198,466-100.0% | $170,442-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | -87.93% | 257.29%-345.2pp | 205.93%-293.9pp | 578.55%-666.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |