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 | $15,329 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 | Other Fees | $10,000 |
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 | $75,791 | $63,114+20.1% | $92,893-18.4% | $65,185+16.3% |
| Participation rate | 80.5% | 68.8%+11.7pp | 76.0%+4.5pp | 70.2%+10.3pp |
| Annual return | 26.34% | 28.75%-2.4pp | 109.41%-83.1pp | 29.38%-3.0pp |
| Employer contribution / active EE | $3,055 | $2,571+18.8% | $3,653-16.4% | $2,177+40.3% |
| Participant deferral / active EE | $6,256 | $3,108+101.3% | $4,236+47.7% | $3,514+78.0% |
| Admin fee / account holder | $195 | $624-68.7% | $5,794-96.6% | $847-76.9% |