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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,288 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 26 · EIN 81-0776852 | Advisory (Participants) | $20,000 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 | Accounting | $17,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,279 | $48,230+97.5% | $67,502+41.1% | $80,856+17.8% |
| Participation rate | 95.6% | 66.4%+29.2pp | 72.9%+22.7pp | 67.6%+28.0pp |
| Annual return | 14.20% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,730 | $2,020+282.8% | $2,731+183.1% | $2,755+180.6% |
| Participant deferral / active EE | $5,847 | $2,924+100.0% | $4,000+46.2% | $4,296+36.1% |
| Admin fee / account holder | $406 | $3,681-89.0% | $3,998-89.8% | $6,918-94.1% |