Filed September 15, 1992
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 15 · EIN 16-1450952 | Recordkeeping | $6,579 |
PINNACLE BANK1 year Service code 21 · EIN 62-1829917 | Bank Trustee | $2,685 |
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 | $54,359 | $56,423-3.7% | $77,163-29.6% | $71,457-23.9% |
| Participation rate | 86.4% | 64.3%+22.1pp | 69.6%+16.8pp | 67.9%+18.5pp |
| Annual return | 25.10% | 19.05%+6.1pp | 37.87%-12.8pp | 28.85%-3.7pp |
| Employer contribution / active EE | $1,242 | $1,866-33.4% | $2,535-51.0% | $2,588-52.0% |
| Participant deferral / active EE | $3,228 | $3,142+2.7% | $3,833-15.8% | $4,289-24.7% |
| Admin fee / account holder | $56 | $1,429-96.1% | $5,472-99.0% | $1,587-96.5% |