Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 5530 CORBIN AVENUE SUITE 260 · TARZANA, CA 913566030 | Accounting | $19,298 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $16,250 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233827 19825 NORTH COVE ROAD #105 · CORNELIUS, NC 28031 | Pension Consulting | $7,632 |
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 | $130,675 | $45,035+190.2% | $62,995+107.4% | $70,131+86.3% |
| Participation rate | 89.2% | 69.5%+19.7pp | 74.8%+14.4pp | 69.5%+19.7pp |
| Annual return | 14.10% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $6,641 | $2,051+223.7% | $2,759+140.7% | $2,342+183.5% |
| Participant deferral / active EE | $6,872 | $2,465+178.8% | $3,329+106.4% | $3,332+106.3% |
| Admin fee / account holder | $206 | $2,834-92.7% | $3,600-94.3% | $4,645-95.6% |