Filed April 19, 1
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 BANK4 years Filed as: PINNACLE FINANCIAL PARTNERS, INC. Service code 15 · EIN 62-1812853 | Recordkeeping | $143,049 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $31,520 |
SMITH & HOWARD, PC4 years Filed as: SMITH + HOWARD Service code 10 · EIN 58-1250486 | Accounting | $12,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 53.4%-53.4pp | 17.1%-17.1pp |
| Annual return | 8.26% | 9.82%-1.6pp | 6.25%+2.0pp | 9.82%-1.6pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $26,962-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $517-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |