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 |
|---|---|---|
PINNACLE BANK2 years Service code 21 · EIN 62-1829917 | Bank Trustee | $33,335 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $23,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,312 | $62,127+21.2% | $81,382-7.5% | $74,495+1.1% |
| Participation rate | 85.9% | 64.0%+21.9pp | 69.5%+16.4pp | 67.2%+18.7pp |
| Annual return | 14.70% | 16.48%-1.8pp | 24.73%-10.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,246 | $1,882+19.3% | $2,463-8.8% | $2,623-14.4% |
| Participant deferral / active EE | $3,897 | $3,229+20.7% | $3,883+0.4% | $4,346-10.3% |
| Admin fee / account holder | $376 | $1,934-80.6% | $5,768-93.5% | $1,942-80.7% |