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 LTD2 years Filed as: PINNACLE Service code 16 · EIN 13-3220717 | Consulting | $339,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131,723 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $78,783 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,527 |
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 | $141,541 | $122,186+15.8% | $146,958-3.7% | $199,593-29.1% |
| Participation rate | 91.3% | 78.3%+13.0pp | 82.2%+9.1pp | 72.0%+19.3pp |
| Annual return | 21.31% | 30.56%-9.2pp | 418.34%-397.0pp | 34.25%-12.9pp |
| Employer contribution / active EE | $1,940 | $4,093-52.6% | $4,933-60.7% | $3,034-36.1% |
| Participant deferral / active EE | $12,479 | $8,502+46.8% | $8,070+54.6% | $5,087+145.3% |
| Admin fee / account holder | $253 | $179+41.3% | $12,998-98.1% | $269-6.1% |