Filed October 16, 2008
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: THE PINNACLE FINANCIAL GROUP Service code 27 9 S LONG BEACH ROAD · ROCKVILLE CENTRE, NY 11570 | Advisory (Plan) | $32,637 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $31,320 |
UNITED BENEFIT PENSIONS INC.4 years Filed as: UNITED BENEFIT PENSIONS INC Service code 13 175 BROADHOLLOW ROAD · MELVILLE, NY 117474911 | Contract Administrator | $18,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,325 | $82,972-27.3% | $103,374-41.6% | $77,671-22.3% |
| Participation rate | 79.9% | 71.5%+8.4pp | 74.5%+5.4pp | 70.6%+9.3pp |
| Annual return | 12.12% | 19.14%-7.0pp | 24.89%-12.8pp | 31.21%-19.1pp |
| Employer contribution / active EE | $5,318 | $3,554+49.6% | $3,869+37.4% | $2,726+95.1% |
| Participant deferral / active EE | $1,778 | $4,108-56.7% | $5,058-64.8% | $4,648-61.7% |
| Admin fee / account holder | $224 | $639-65.0% | $8,394-97.3% | $430-48.1% |