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 |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 99 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Other Fees | $25,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $191,136 | $73,638+159.6% | $95,952+99.2% | $73,488+160.1% |
| Participation rate | 96.9% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.2pp |
| Annual return | 16.09% | 16.78%-0.7pp | 91.61%-75.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,111 | $1,863+67.0% | $2,541+22.4% | $2,270+37.0% |
| Participant deferral / active EE | $7,021 | $3,617+94.1% | $4,167+68.5% | $3,740+87.8% |
| Admin fee / account holder | $95 | $482-80.2% | $6,795-98.6% | $513-81.4% |