Filed June 8, 2009
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,393 |
PINNACLE BANK1 year Filed as: PINNACLE FINANCIAL PARTNERS Service code 27 · EIN 62-1829917 | Advisory (Plan) | $14,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,458 | $102,382+0.1% | $147,005-30.3% | $80,874+26.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 11.42% | 134.89%-123.5pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,642 | $3,715-28.9% | $4,934-46.5% | $2,756-4.1% |
| Participant deferral / active EE | $8,327 | $6,646+25.3% | $8,070+3.2% | $4,297+93.8% |
| Admin fee / account holder | $277 | $7,942-96.5% | $13,006-97.9% | $6,935-96.0% |