Filed November 12, 2024
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 |
|---|---|---|
PINNACLE ASSOCIATES LTD1 year Filed as: PINNACLE Service code 16 · EIN 13-3220717 | Consulting | $148,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $132,970 |
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $71,681 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,940 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,645 | $107,459+0.2% | $135,903-20.8% | $80,160+34.3% |
| Participation rate | 91.5% | 78.0%+13.4pp | 81.9%+9.6pp | 72.9%+18.5pp |
| Annual return | 28.41% | 91.91%-63.5pp | 68.23%-39.8pp | 40.38%-12.0pp |
| Employer contribution / active EE | $1,817 | $3,877-53.1% | $4,856-62.6% | $2,978-39.0% |
| Participant deferral / active EE | $10,762 | $8,195+31.3% | $7,758+38.7% | $5,017+114.5% |
| Admin fee / account holder | $154 | $127+21.6% | $10,762-98.6% | $145+6.5% |