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 | $32,666 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $22,780 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $106,508 | $209,411-49.1% | $178,490-40.3% | $158,922-33.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.74% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $17,850 | $5,954+199.8% | $5,202+243.2% | $5,982+198.4% |
| Admin fee / account holder | $213 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |