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: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $56,196 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 27 · EIN 76-0772781 | Advisory (Plan) | $10,908 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,814 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,854 | $56,503+41.3% | $70,092+13.9% | $64,808+23.2% |
| Participation rate | 73.4% | 70.5%+2.9pp | 70.5%+2.9pp | 71.5%+1.9pp |
| Annual return | -14.32% | -13.44%-0.9pp | 190.73%-205.1pp | 32.82%-47.1pp |
| Employer contribution / active EE | $842 | $2,046-58.8% | $2,559-67.1% | $2,506-66.4% |
| Participant deferral / active EE | $3,639 | $3,389+7.4% | $3,849-5.4% | $4,310-15.6% |
| Admin fee / account holder | $25 | $160-84.4% | $6,267-99.6% | $188-86.7% |