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, LL Service code 99 · EIN 04-3298265 | Other Fees | $27,764 |
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 | $54,999 | $55,449-0.8% | $83,848-34.4% | $56,287-2.3% |
| Participation rate | 80.6% | 68.0%+12.6pp | 76.1%+4.5pp | 69.9%+10.8pp |
| Annual return | -7.52% | -1.38%-6.1pp | 850.88%-858.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,656 | $2,430+9.3% | $3,631-26.8% | $2,111+25.8% |
| Participant deferral / active EE | $5,712 | $2,935+94.6% | $4,082+40.0% | $3,350+70.5% |
| Admin fee / account holder | $193 | $656-70.5% | $5,478-96.5% | $521-62.9% |