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 Service code 27 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $14,500 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,854 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,078 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,503 | $59,263+35.8% | $96,562-16.6% | $79,386+1.4% |
| Participation rate | 55.9% | 61.9%-6.0pp | 69.8%-14.0pp | 70.7%-14.8pp |
| Annual return | 13.97% | 27.07%-13.1pp | 37.78%-23.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,855 | $2,948-3.1% | $3,849-25.8% | $4,046-29.4% |
| Admin fee / account holder | $190 | $658-71.1% | $6,181-96.9% | $626-69.6% |