Filed August 1, 2001 (most recent of 3 filings on file)
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 |
|---|---|---|
PINNACLE BANK1 year Service code 21 · EIN 62-1829917 | Bank Trustee | $8,602 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $137,431 | $80,724+70.2% | $103,333+33.0% | $74,495+84.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.07% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $8,454 | $3,157+167.8% | $3,868+118.6% | $2,623+222.3% |
| Participant deferral / active EE | $12,288 | $3,860+218.3% | $5,057+143.0% | $4,346+182.7% |
| Admin fee / account holder | $98 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |