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 |
|---|---|---|
PINNACLE WEALTH LLC4 years Service code 27 101 PORT STREET · MADISON, MS 39110 | Advisory (Plan) | $29,727 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,615 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,397 | $62,146-73.6% | $81,438-79.9% | $74,546-78.0% |
| Participation rate | 85.4% | 64.1%+21.3pp | 69.5%+15.9pp | 67.2%+18.2pp |
| Annual return | 12.73% | 16.49%-3.8pp | 24.74%-12.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,278 | $1,883-32.1% | $2,460-48.1% | $2,624-51.3% |
| Participant deferral / active EE | $2,410 | $3,229-25.4% | $3,883-37.9% | $4,347-44.6% |
| Admin fee / account holder | $97 | $1,922-95.0% | $5,764-98.3% | $1,944-95.0% |