See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PINNACLE PRIVATE WEALTH LLC2 years Service code 27 · EIN 27-0149074 | Advisory (Plan) | $118,919 |
BOIVIN & ASSOCIATES2 years Service code 10 · EIN 27-1516157 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,407 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,054 | $101,523-10.3% | $141,162-35.5% | $77,787+17.1% |
| Participation rate | 95.9% | 77.4%+18.6pp | 82.5%+13.5pp | 73.2%+22.7pp |
| Annual return | 29.29% | 56.22%-26.9pp | 71.39%-42.1pp | 32.57%-3.3pp |
| Employer contribution / active EE | $2,217 | $3,341-33.6% | $4,735-53.2% | $2,504-11.5% |
| Participant deferral / active EE | $9,399 | $6,434+46.1% | $6,709+40.1% | $3,967+136.9% |
| Admin fee / account holder | $36 | $92-60.4% | $10,261-99.6% | $100-63.8% |