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 LLC3 years Service code 27 · EIN 27-0149074 | Advisory (Plan) | $124,433 |
BOIVIN & ASSOCIATES3 years Service code 10 · EIN 27-1516157 | Accounting | $10,000 |
CERIDIAN HCM, INC.1 year Service code 49 · EIN 81-1715375 | Other Services | $6,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,022 |
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 | $104,964 | $127,481-17.7% | $149,696-29.9% | $90,288+16.3% |
| Participation rate | 96.5% | 78.2%+18.3pp | 82.5%+14.0pp | 73.4%+23.2pp |
| Annual return | 18.35% | 57.78%-39.4pp | 276.60%-258.2pp | 53.97%-35.6pp |
| Employer contribution / active EE | $2,253 | $3,448-34.6% | $4,644-51.5% | $2,524-10.7% |
| Participant deferral / active EE | $10,048 | $6,975+44.1% | $6,842+46.9% | $4,232+137.4% |
| Admin fee / account holder | $31 | $152-79.8% | $9,309-99.7% | $114-73.1% |