Filed October 14, 2002
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,098 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 26 · EIN 81-0776852 | Advisory (Participants) | $16,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,108 | $46,553+76.4% | $64,056+28.2% | $75,163+9.2% |
| Participation rate | 94.0% | 65.9%+28.0pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 10.54% | 26.03%-15.5pp | 33.69%-23.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $7,516 | $1,974+280.8% | $2,747+173.6% | $2,670+181.5% |
| Participant deferral / active EE | $5,864 | $2,837+106.7% | $3,880+51.1% | $4,125+42.2% |
| Admin fee / account holder | $305 | $2,952-89.7% | $3,068-90.0% | $5,651-94.6% |