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 |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 16 · EIN 81-0776852 | Consulting | $14,460 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,694 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $108 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,813 | $84,233-10.0% | $170,442-55.5% | $70,131+8.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.29% | 23.06%-3.8pp | 205.93%-186.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $341 | $3,387-89.9% | $5,433-93.7% | $2,342-85.5% |
| Participant deferral / active EE | $14,421 | $3,086+367.4% | $4,939+192.0% | $3,332+332.8% |
| Admin fee / account holder | $50 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |