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 7-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $46,608 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 · EIN 81-0776852 | Other Fees | $25,664 |
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 | $102,405 | $63,114+62.3% | $92,893+10.2% | $65,185+57.1% |
| Participation rate | 76.7% | 68.8%+7.9pp | 76.0%+0.7pp | 70.2%+6.5pp |
| Annual return | 28.09% | 28.75%-0.7pp | 109.41%-81.3pp | 29.38%-1.3pp |
| Employer contribution / active EE | $2,657 | $2,571+3.4% | $3,653-27.3% | $2,177+22.1% |
| Participant deferral / active EE | $6,389 | $3,108+105.6% | $4,236+50.8% | $3,514+81.8% |
| Admin fee / account holder | $251 | $624-59.8% | $5,794-95.7% | $847-70.4% |